Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

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
Invest Financial Corporation 9 years Oct 2007 - Present
Aig Financial Advisors, Inc. 2 years Oct 2005 - Oct 2007
Are You
Servando Andres Llanio Sr?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Servando Llanio

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
    Dec 4, 2014
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Invest Financial Corporation

Last updated on Sept. 26, 2016
    • $4.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 32K
      Accounts
    • $140.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Performance-Based Fees
Other Advisors in Your Area
  • Kim Miller, CFP®
    Sweetwater Investments Inc
    Redmond, WA
    View Profile
  • Gary A. Brooks
    Brooks, Hughes & Jones
    Gig Harbor, WA
    View Profile
  • Joe Day, CFA
    Bear Mountain Capital Inc.
    Seattle, WA
    View Profile
  • Elliott Appel
    Directional Financial Services
    Seattle, WA
    View Profile
  • Luke Collova
    Bear Mountain Capital Inc.
    Seattle, WA
    View Profile
  • Jason D. Preti, CFP®
    Unleashed Financial LLC
    Kirkland, WA
    View Profile