Selective Wealth Management, Inc.
Selective Wealth Management, Inc. (CRD# 164882) is a financial advisory firm headquartered in Forest, VA. They manage $392,478,082 in 2,000 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management392MILLION
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Total Number of Accounts2,000ACCOUNTS
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Average Account Value$196,239
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV
Christopher Devlin (CRD# 6093992) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 12 years of experience in the finance industry.
Shannon Kirkpatrick (CRD# 6916348) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 6 years of experience in the finance industry.
Brian Liedstrand (CRD# 6339738) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 10 years of experience in the finance industry.
Andrew Neiderer (CRD# 6275351) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 7 years of experience in the finance industry.
Joshua Standeven (CRD# 6163943) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 11 years of experience in the finance industry.
Marjun Tare (CRD# 6841791) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 6 years of experience in the finance industry.
Matthew Turner (CRD# 4734781) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 20 years of experience in the finance industry.
Seth Deaver (CRD# 6494685) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 4 years of experience in the finance industry.
Trent Tarnstrom (CRD# 7618339) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has 1 year of experience in the finance industry.
Robert Wigfield (CRD# 7277469) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 3 years of experience in the finance industry.