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Andrew Wellington Holemon is a Certified Financial Planner and a Personal Financial Specialist who works as an Investment Advisor Representative at Sage Financial Advisors Inc. Andrew Wellington Holemon has been in the financial services industry since September 2014. Andrew Wellington Holemon holds the Series 65 license and is registered in Arizona and Texas. Andrew Wellington Holemon's primary office location is 8980 E. RAINTREE DRIVE SUITE 120 SCOTTSDALE, AZ 85260.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax preparation, planning, and compliance
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees
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AZ
10/23/2023 - Present
Sage Financial Advisors Inc. (SCOTTSDALE AZ)
IA
Issued 06/12/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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