CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
10x Wealth Advisors, Inc. | Denver, CO | Jun 2019 - Current | 5 |
Triad Advisors, LLC | Norcross, GA | Aug 2012 - Jun 2019 | 6 |
Sound Financial Investment Management, LLC | Vandalia, OH | Jun 2012 - Jun 2019 | 7 |
Sound Financial Solutions, Inc. | Dayton, OH | Dec 2002 - Jun 2019 | 16 |
Dynamic Employee Solutions, LLC | Vandalia, OH | Jan 2014 - Dec 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2000 |
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Total Assets Under Management3,329MILLIONS
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Total Number of Accounts13,257ACCOUNTS
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Average Account Value$251,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Securities offered through Triad-Advisors, Member FINRA & SiPC. Advisory Services offered through Sound Financial Solutions, Inc. SFS, Inc. is not affiliated with Triad-Advisors.
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