Waller Financial Coaching
Waller Financial Coaching (CRD# 172701) is a financial advisory firm headquartered in Chico, CA. They manage $56,422,238 in 369 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management56MILLION
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Total Number of Accounts369ACCOUNTS
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Average Account Value$152,906
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Waller Financial Coaching
1
Justin Waller (CRD# 3098675) is an Investment Advisor Representative working at Waller Financial Coaching in Folsom, CA and has over 18 years of experience in the finance industry. Justin Waller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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