Firstpoint Financial, LLC

Firstpoint Financial, LLC (CRD# 175252) is a financial advisory firm headquartered in Leawood, KS. They manage $60,000 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $60,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, NY

Financial Advisors at Firstpoint Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Aisling M. Carroll
CRD#: 2894186
1140 Ave Of The Americas, Suite 940, New York, NY 10036
93
Wealthminder
score

Aisling Carroll (CRD# 2894186) is an Investment Advisor Representative working at Firstpoint Financial, LLC in New York, NY and has over 16 years of experience in the finance industry.

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