Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Atticus? Claim Your ProfileAtticus Lavelle is an Investment Advisor Representative at Fortitude Family Office. Atticus is registered with the state of Arizona and the state of California. Atticus has been in the industry for several years. Before joining Fortitude Family Office, Atticus worked at Charles Schwab. Atticus has a Series 65 license and a SIE exam.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office & wealth management services, business management, philanthropic services
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.
1
2
AZ
09/07/2023 - Present
Fortitude Family Office (SCOTTSDALE AZ)
IA
Issued 08/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Atticus Lavelle is the right advisor for you? Invested Better is here to help.
