Sean
Sexton
Archvest Wealth Advisors, Inc
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About this Advisor
Sean Sexton is a financial advisor based in Concord, California, working with Archvest Wealth Advisors, Inc. Sean has previously held positions at Miracle Auto Body, Four Star Erectors, Old Navy, Door Dash, Baja Shariseez, Heffernan Financial Services, Archvest Wealth Advisors, Las Positas Community College, Student, and Cal St. Long Beach. Sean has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Sean is part of Archvest Wealth Advisors, Inc, which operates out of Concord, California. The firm has 7 employees and manages assets totaling $281.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Archvest Wealth Advisors, Inc includes asset-based, hourly, fixed, and performance-based fees.
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Archvest Wealth Advisors, Inc Brokerage Details
$281,500,000
7
293
$960,751
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Sean Sexton Work History
Archvest Wealth Advisors
Door Dash
Heffernan Financial Services
Baja Shariseez
Old Navy
Cal St. Long Beach
Four Star Erectors
Door Dash
Las Positas Community College
Miracle Auto Body
Student
Disclosures
Please visit the SEC profile of Sean Sexton 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 Archvest Wealth Advisors, Inc
Concord, CA
Concord, CA
Concord, CA
Concord, CA
Concord, CA
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