Marisol
Fung
Avier Wealth Advisors
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About this Advisor
Marisol Fung is a financial advisor working in Chandler, Arizona with a total of 1 year of industry experience. Fung currently works for Avier Wealth Advisors. The advisor has gained experience at Weath Trust - Arizona, Purshe Kaplan Sterling Investments, Hanei Private Wealth Advisors, Dynamic Wealth Advisors and Avier Wealth Advisors. Fung holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Arizona. Avier Wealth Advisors is an advisory company that has its headquarters in Bellevue, WA. The company has offices in 10 locations and a total of 16 advisors. It manages $641 million in assets between its 2,024 accounts, making it one of the bigger firms in the country by assets under management. Of its 2,024 accounts, 30% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Avier Wealth Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the financial services. Fee types billed by Avier Wealth Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avier Wealth Advisors Brokerage Details
$641,273,673
16
2,024
$316,835
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Marisol Fung Work History
Marisol has been registered as a financial advisor for 1 years.*
Avier Wealth Advisors
Dynamic Wealth Advisors
Dynamic Wealth Advisors
Hanei Private Wealth Advisors
Weath Trust - Arizona
Purshe Kaplan Sterling Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marisol Fung to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avier Wealth Advisors
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Chandler, AZ
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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