Simplicit Financial

Simplicit Financial (CRD# 157137) is a financial advisory firm headquartered in Phoenix, AZ. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AZ

Financial Advisors at Simplicit Financial
Showing 1 - 1 of 1 top financial advisors.
1
Katherine A. Heavey-Seastone
CRD#: 4841947
2390 E. Camelback Road, Ste 130, Phoenix, AZ 85016
93
Wealthminder
score

Katherine Heavey-Seastone (CRD# 4841947) is an Investment Advisor Representative working at Simplicit Financial in Phoenix, AZ and has over 13 years of experience in the finance industry.

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