Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avery? Claim Your ProfileAvery Douglas Wenck is a registered investment advisor representative with Leisure Capital Management, Inc.. Avery is currently registered in California and is active in this state. Avery holds a Series 65 license and is currently working with Leisure Capital Management, Inc. in Costa Mesa, CA. Avery has been in the industry since July 2017. Avery has experience working with charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/03/2019 - Present
Leisure Capital Management, Inc. (COSTA MESA CA)
IA
Issued 01/03/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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