Avisen Wealth Management
Investment Advice
3620 American River Drive
12 employees
- Employees
- 12
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Avisen Wealth Management Overview
- Headquarters
- 3620 American River Drive
- Website
- avisenwealth.com
- Industry
- Investment Advice
- Employees
- 12
- Founded
- 2003
- Funding
- ,
- NAICS
-
Investment Advice
About Avisen Wealth Management
Avisen Wealth Management (formally Avisen Securities) is a full-service investment securities firm founded on personalized client service and original independent investment advice and research. The firm offers clients an expansive array of quality investment products and services including traditional brokerage products, private client services, fee-based advisory, wealth management services and corporate services. Our customized programs are designed to grow, protect, and conserve our client`s wealth by delivering an unprecedented level of personalized service and expertise. We encourage you to explore our site and learn more about the services we provide. DISCLAIMER: Securities offered through Avisen Wealth Management, Inc. (member FINRA/SIPC). Posts on the LinkedIn social network should NOT be construed as a solicitation, offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. While reasonable efforts are used to obtain information from sources deemed to be reliable, nothing contained on LinkedIn, in group conversations, or in the answers section constitutes investment, financial, legal, tax or other advice, nor is it to be relied on in making an investment or other decisions. Avisen Wealth Management expressly disclaims all liability for actions taken or not taken based on any or all of the contents on LinkedIn. Updates and posts are commentary only. Third-party posts do not reflect the views of Avisen Wealth Management and have not been reviewed by the Firm for accuracy. Full disclaimer and guidelines can be found at https://avisenwealth.com/social-media-guidelines
Avisen Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Avisen Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Michelle Kessel-Harbart, Mba, Wmcp® | Wealth Manager & Chief Operating Office at Avisen Wealth Management | Sacramento, California, United States |
Email
Phone
|
| Wayne Robello | President at Avisen Securities, Inc. | Sacramento, California, United States |
Email
Phone
|
| Linda Becker | Vice President - Investments at Avisen Wealth Management | Reno, Nevada, United States |
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|
| Ken Brown | CEO at Avisen Wealth Management | Sacramento, California, United States |
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Phone
|
Employees by Management Level
Executive
4 profiles
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