Sean Rawlings (CRD# 7163559) is an Investment Advisor Representative working at Wealthbound Advisors in Scottsdale, AZ and has over 3 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthbound Advisors | Paradise Valley, AZ | Dec 2022 - Current | 1 |
Mml Investors Services, LLC | Scottsdale, AZ | May 2020 - Aug 2023 | 3 |
Mass Mutual Life Insurance Company | Scottsdale, AZ | Jun 2019 - Aug 2023 | 4 |
Arizona State University | Tempe, AZ | Aug 2015 - May 2019 | 3 |
San Clemente High School | San Clemente, CA | Aug 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- AZ
-
Total Assets Under Management1MILLIONS
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Total Number of Accounts36ACCOUNTS
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Average Account Value$31,111
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ
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