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Betty + Azmoon - Financial Advisor in Anaheim, CA

Paladin Research Report For:

Betty Azmoon

Griffin Financial, LLC

CDFA® CFF
135 S. Chaparral Ct., Suite 110
Anaheim, CA 92808
714-912-4764
Visit Website
https://www.GriffinFinancial.com

About Betty Azmoon

At Griffin Financial we believe that working towards your long-term financial objectives depends on having the appropriate plan - one that fits your unique circumstances and grows with you. As trained and licensed professionals, we are able to draw on 28 years of financial planning experience to develop a roadmap to help you pursue your goals - whether they involve building wealth through investing, planning for a comfortable retirement, or protecting your estate.

Be Confident in your Financial Decisions!

Financial decisions can be complex and feel daunting, especially if you've never felt in charge of your finances before. We'll get the complexity sorted, lay it out clearly, and make it easier to understand so you can make a better, most informed decision for your future.

See Disclosures

General Information

Firm Start Year
  • 2000
No. of Employees
  • 2-4
CRD#
  • 2257224
Firm CRD#
  • 6413
Name of Broker/Dealer
  • LPL Financial Services, Inc
Years of Experience in Financial Services
  • 29
Advisory Services Provided
  • Financial Planning, Estate Planning & Trusts, Risk Management, Retirement Planning, 401K Rollovers

Compliance

Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFF, CDFA®

Firm Information

Assets Managed by Advisor
  • $35,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts
  • $250,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Disclaimer

Investment Advisor Representatives offer Financial Planning and Consulting through Griffin Financial, LLC, A Registered Investment Advisor Firm. Griffin Financial, LLC is a separate Legal Entity not affiliated with LPL Financial.

Betty E. Azmoon is a Registered Principal with, and Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. She holds the following registrations through LPL Financial: 6,7,63,66 & 24. CA Insurance License # 0784520 and is a Certified Financial Divorce Analyst® CDFA®. Griffin Financial and LPL do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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