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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2020
- Office Locations
- 1
Office Locations
About Firstline Financial LLC
FirstLine Financial LLC is an Arizona-based advisory firm focused on retirement planning and retirement income strategy, including “second opinion” reviews. The team delivers holistic financial planning and portfolio construction using a proprietary W.R.A.P. planning process, with an ETF- and fixed income–oriented approach and an emphasis on risk management and tax-efficient strategies. Primary custodian: Charles Schwab.
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Owner & Executives
RYAN DAVID LARSON
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #6063533
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,848,319 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,848,319 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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