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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arlo? Claim Your ProfileArlo Bryan Sullivan is an investment advisor representative with Onedigital Investment Advisors, a firm with offices in Overland Park, Kansas, San Luis Obispo, California, and Pace, Florida. Arlo has been in the industry since 1992 and holds multiple industry certifications. Arlo specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
02/09/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
05/12/2006 - 09/15/2009
UBS FINANCIAL SERVICES INC. (SAN LUIS OBISPO CA)
CA
12/24/1999 - 05/17/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN LUIS OBISPO CA)
MO
02/29/1992 - 12/20/1999
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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