Wealthbound Advisors
Wealthbound Advisors (CRD# 327860) is a financial advisory firm headquartered in , . They manage $1,120,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealthbound Advisors
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts36ACCOUNTS
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Average Account Value$31,111
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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.
AZ
Financial Advisors at Wealthbound Advisors
1
Sean Rawlings (CRD# 7163559) is an Investment Advisor Representative working at Wealthbound Advisors in Scottsdale, AZ and has over 3 years of experience in the finance industry.
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