Marisol
Fung
Avier Wealth Advisors
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About this Advisor
Marisol Fung is a financial advisor based in Chandler, Arizona, working with Avier Wealth Advisors. Marisol has previously held positions at Hanei Private Wealth Advisors, Dynamic Wealth Advisors, and Avier Wealth Advisors. Marisol has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Marisol is part of Avier Wealth Advisors, which operates out of Chandler, Arizona. The firm has 10 offices and 18 employees. The firm manages assets totaling $786.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Avier Wealth Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avier Wealth Advisors Brokerage Details
$785,980,266
18
2,225
$353,250
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Marisol Fung Work History
Avier Wealth Advisors
Dynamic Wealth Advisors
Dynamic Wealth Advisors
Hanei Private Wealth Advisors
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
Eagle River, AK
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