Reaching Upward Financial Solutions LLC

Reaching Upward Financial Solutions LLC (CRD# 324781) is a financial advisory firm headquartered in , . They manage $5,373 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Reaching Upward Financial Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joey Allen, financial advisor Dayton OH
Joey K. Allen
CRD#: 7683896
Dayton, OH

Joey Allen (CRD# 7683896) is an Investment Advisor Representative working at Reaching Upward Financial Solutions LLC in Dayton, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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