Eleanor
Deskin
Aviso Wealth Management
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About this Advisor
Eleanor Deskin is a financial advisor based in Xenia, Ohio, working with Aviso Wealth Management. Eleanor has previously held positions at First Allied Securities, Inc, Lifetime Investment Management, LLC, First Allied Advisory Services, Inc, First Allied Advisory Services, Cetera Advisors LLC, and Osaic. Eleanor has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Michigan and Ohio. Currently, Eleanor is part of Aviso Wealth Management, which operates out of Xenia, Ohio. The firm has 5 offices and 9 employees. The firm manages assets totaling $401.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Aviso Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aviso Wealth Management Brokerage Details
$401,709,508
9
1,656
$242,578
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Eleanor Deskin Work History
Osaic
First Allied Advisory Services
Lifetime Investment Management, LLC
Cetera Advisors LLC
Cetera Advisors LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Eleanor Deskin 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 Aviso Wealth Management
Selinsgrove, PA
Washington, DC
Doylestown, PA
Bellevue, WA
Seattle, WA
Seattle, WA
Seattle, WA
Xenia, OH
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