Consolidated Financial
Consolidated Financial (CRD# 119695) is a financial advisory firm headquartered in Dublin, OH. They manage $441,210,106 in 1,348 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management441MILLION
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Total Number of Accounts1,348ACCOUNTS
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Average Account Value$327,307
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, OH, TX, WV
Edward Bell (CRD# 2589174) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 28 years of experience in the finance industry.
Jeffrey Bell (CRD# 4197924) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 23 years of experience in the finance industry.
Andrew Roseberry (CRD# 2589166) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 28 years of experience in the finance industry.