Ascend Financial Advisers, Inc.
Ascend Financial Advisers, Inc. (CRD# 113273) is a financial advisory firm headquartered in Irvine, CA. They manage $22,322,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$186,017
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Rand Borresen (CRD# 4426873) is an Investment Advisor Representative working at Ascend Financial Advisers, Inc. in Irvine, CA and has 1 year of experience in the finance industry. Rand Borresen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.