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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Richardson is an investment advisor representative at AWM Capital, LLC. Sean is registered with the state of California and Texas, has a Series 65 license and has been in the industry for over 10 years. Sean has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. AWM Capital, LLC is a registered investment advisor with offices in Phoenix, Arizona, and Pasadena, California. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and other advisory services.
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.
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.
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CA
07/19/2024 - Present
AWM Capital, LLC (Pasadena CA)
IA
Issued 06/21/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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