Gold Canyon Financial Planning

Gold Canyon Financial Planning (CRD# 125456) is a financial advisory firm headquartered in , . They manage $31,000,000 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $279,279
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, MA

Financial Advisors at Gold Canyon Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Diane A. Ouellette
CRD#: 4854313
Gold Canyon, AZ

Diane Ouellette (CRD# 4854313) is an Investment Advisor Representative working at Gold Canyon Financial Planning in Gold Canyon, AZ and has over 22 years of experience in the finance industry.

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