Sierra Pacific Wealth Advisory Group Inc.

Sierra Pacific Wealth Advisory Group Inc. (CRD# 312779) is a financial advisory firm headquartered in Fresno, CA. They manage $63,948,946 in 399 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7447 N First, Suite 102, Fresno, CA 93720
http://www.spwagroup.com
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    399
    ACCOUNTS
  • Average Account Value
    $160,273
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Sierra Pacific Wealth Advisory Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeannette Raypholtz, financial advisor Fresno CA
Jeannette A. Raypholtz
CRD#: 4284748
7447 N First, Suite 102, Fresno, CA 93720

Jeannette Raypholtz (CRD# 4284748) is an Investment Advisor Representative working at Sierra Pacific Wealth Advisory Group Inc. in Fresno, CA and has over 22 years of experience in the finance industry.

2
Vance Talbot, financial advisor Fresno CA
Vance J. Talbot
CRD#: 2206772
7447 N First, Suite 102, Fresno, CA 93720

Vance Talbot (CRD# 2206772) is an Investment Advisor Representative working at Sierra Pacific Wealth Advisory Group Inc. in Fresno, CA and has over 32 years 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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