Cashel
Giordano
Wealth Legacy Institute, Inc
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About this Advisor
Cashel Giordano is a financial advisor operating out of Denver, Colorado with 1 year of relevant experience. Giordano works at Wealth Legacy Institute, Inc. During their career, the advisor has held roles at Wealth Legacy Institute, Mutual Mobile and Outfront Media. Giordano maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in Colorado. Wealth Legacy Institute, Inc is a business operating out of Denver, CO. It oversees $175 million in assets among its 110 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 110 accounts, 35% are held by high-net-worth investors who have more than $1 million in investable assets. Wealth Legacy Institute, Inc offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Wealth Legacy Institute, Inc most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Legacy Institute, Inc Brokerage Details
$174,838,451
3
110
$1,589,440
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Cashel Giordano Work History
Cashel has been registered as a financial advisor for 1 years.*
Wealth Legacy Institute
Mutual Mobile
Outfront Media
*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 Cashel Giordano 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 Wealth Legacy Institute, Inc
Denver, CO
Denver, CO
Denver, CO
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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