Efficient Advisors
Efficient Advisors (CRD# 150144) is a financial advisory firm headquartered in Beaverton, OR. They manage $2,357,579,975 in 15,510 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management2,358MILLION
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Total Number of Accounts15,510ACCOUNTS
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Average Account Value$152,004
- 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
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Marc Becker (CRD# 4247479) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Durham, NC and has over 15 years of experience in the finance industry.
Timothy Chisholm (CRD# 2871455) is an Investment Advisor Representative working at Efficient Advisors in Newtown Square, PA and has over 25 years of experience in the finance industry.
Thomas Dundorf (CRD# 2080469) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 33 years of experience in the finance industry.
Nathan Fulks (CRD# 6338435) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 7 years of experience in the finance industry.
Steven Miller (CRD# 2941806) is an Investment Advisor Representative working at Efficient Advisors in Cincinnati, OH and has over 26 years of experience in the finance industry.
John Resnick (CRD# 2564858) is an Investment Advisor Representative working at Efficient Advisors in Mason, OH and has over 29 years of experience in the finance industry.
Sabrina Williams (CRD# 7051901) is an Investment Advisor Representative working at Efficient Advisors in Cincinnati, OH and has over 16 years of experience in the finance industry.
Mark Zorko (CRD# 6146675) is an Investment Advisor Representative working at Efficient Advisors in Mason, OH and has over 13 years of experience in the finance industry.
Jhon Khan (CRD# 7615472) is an Investment Advisor Representative working at Efficient Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.