Austin Avery (CRD# 7263602) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has over 2 years of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Avery Consulting LLC | Fargo, ND | Oct 2022 - Current | 1 |
Classic Asset Management LLC | Fargo, ND | Mar 2022 - Current | 2 |
Avery Wealth Management | Fargo, ND | Mar 2022 - Current | 2 |
Young Financial Services | Fargo, ND | Mar 2022 - Current | 2 |
Classic, LLC | Fargo, ND | Nov 2021 - Current | 2 |
Student | Fargo, ND | Aug 2017 - May 2022 | 4 |
Kay Jay Ag Services | Horace, ND | Jun 2018 - Nov 2021 | 3 |
Northwestern Mutual Investment Services LLC | Fargo, ND | Apr 2021 - Aug 2021 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2020 - Aug 2021 | 1 |
Performance Construction Engineering | Plano, IL | Apr 2015 - Jul 2021 | 6 |
Ace Tutoring | Fargo, ND | Jan 2018 - Jan 2021 | 3 |
Student | Yorkville, IL | Aug 2005 - May 2017 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- ND
- TX
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Total Assets Under Management182MILLIONS
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Total Number of Accounts1,968ACCOUNTS
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Average Account Value$92,541
- 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)
- Other
AZ, CO, FL, IA, IL, MI, MN, ND, NE, SC, SD, TX, WI
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