Back to top

Overview

Services

Advisor Services

  • Other

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Avondale Wealth Management LLC 1 year, 9 months Dec 2017 - Present
Crestmont Private Wealth LLC 2 years, 4 months May 2017 - Present
Grinding Technology, LLC 1 year, 2 months Sep 2016 - Nov 2017
Stavis and Cohen Financial 7 months Jan 2016 - Aug 2016
Fsc Securities Corp 9 months Nov 2015 - Aug 2016
Stavis and Cohen Financial 9 months Nov 2015 - Aug 2016
Sentinel Trust 3 months Aug 2015 - Nov 2015
LPL Financial LLC 3 years, 1 month Jul 2012 - Aug 2015
Fsc Securities Corporation 8 months Nov 2011 - Jul 2012
Bbva Compass Investment Solutions, Inc. 10 months Nov 2010 - Sep 2011
Bbva Wealth Solutions, Inc. 2 years Jul 2010 - Jul 2012
Condera Advisors 2 years, 3 months Apr 2008 - Jul 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Christopher Perego

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 17, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 17, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Avondale Wealth Management LLC

Last updated on May 21, 2019
    • $244.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 509
      Accounts
    • $481.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements