Gold Canyon Financial Planning
Gold Canyon Financial Planning (CRD# 125456) is a financial advisory firm headquartered in , . They manage $38,400,000 in 117 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Gold Canyon Financial Planning
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$328,205
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, MA
Financial Advisors at Gold Canyon Financial Planning
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.