Aviso Wealth Management
Aviso Wealth Management (CRD# 108146) is a financial advisory firm headquartered in Bellevue, WA. They manage $401,709,508 in 1,656 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management402MILLION
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Total Number of Accounts1,656ACCOUNTS
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Average Account Value$242,578
- 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
- Pension consulting services
AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OR, PA, SC, TX, VA, WA
Robert Cusick (CRD# 1702425) is an Investment Advisor Representative working at Aviso Wealth Management in Bradenton, FL and has over 36 years of experience in the finance industry.
Diana Kon (CRD# 6053108) is an Investment Advisor Representative working at Aviso Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.
Craig Lawler (CRD# 1040869) is an Investment Advisor Representative working at Aviso Wealth Management in Selinsgrove, PA and has over 42 years of experience in the finance industry.
Timothy Mickey (CRD# 1028056) is an Investment Advisor Representative working at Aviso Wealth Management in Doylestown, PA and has over 42 years of experience in the finance industry.
Joseph Perry (CRD# 2683158) is an Investment Advisor Representative working at Aviso Wealth Management in Seattle, WA and has over 28 years of experience in the finance industry.
Joyce Provost (CRD# 4839049) is an Investment Advisor Representative working at Aviso Wealth Management in Seattle, WA and has over 18 years of experience in the finance industry.
William Verrill (CRD# 4663870) is an Investment Advisor Representative working at Aviso Wealth Management in Seattle, WA and has over 17 years of experience in the finance industry.
Bryant Boswell (CRD# 7582247) is an Investment Advisor Representative working at Aviso Wealth Management in Washington, DC and has 1 year of experience in the finance industry.
Kayla Welker (CRD# 7360153) is an Investment Advisor Representative working at Aviso Wealth Management in Selinsgrove, PA and has over 2 years of experience in the finance industry.