BK
Brian Kavanaugh
from Archvest Wealth Advisors, Inc.
Brian Kavanaugh is a financial advisor based in California, Concord,
with 18 years of experience. Brian currently works for
Archvest Wealth Advisors, Inc..
Brian maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brian Kavanaugh works at Archvest Wealth Advisors, Inc.
Archvest Wealth Advisors, Inc. is a financial advisory firm based in Concord, California. It currently has approximately $233,700,000 of assets under management and employs about 7 people. Archvest Wealth Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
1390 Willow Pass Rd., #930, Concord, California, 94520
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