Selene
Sullivan
Go Wealth Management
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About this Advisor
Selene Sullivan is a financial advisor based in Eugene, Oregon, working with Go Wealth Management. Selene has previously held positions at Young And Meyers, P.C, Principle Accounting, Pc, Hd Vest Advisory Services, Inc, J.R. Young, Pc, Avantax Advisory Services, Petersen, Berry & Quigley, P.C, and O'Connell Investment And Insurance Services, LLC. Selene has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Selene is part of Go Wealth Management, which operates out of Eugene, Oregon. The firm has 5 offices and 7 employees. The firm manages assets totaling $121.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Go Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Go Wealth Management Brokerage Details
$121,770,792
7
368
$330,899
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Selene Sullivan Work History
O'Connell Investment And Insurance Services, LLC
Principle Accounting, Pc
Avantax Advisory Services
Hd Vest Advisory Services, Inc
Hd Vest Advisory Services, Inc
Petersen, Berry & Quigley, P.C
Young And Meyers, P.C
J.R. Young, Pc
Disclosures
Please visit the SEC profile of Selene Sullivan 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 Go Wealth Management
Eugene, OR
Eugene, OR
Elmira, OR
Eugene, OR
Medford, OR
Eugene, OR
Eugene, OR
Eugene, OR
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