We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating
our engagement with the heart of a teacher and not a sales person. We keep close touch with our
clients and mandate that telephone calls are returned within 24 - hours. We know your time is
valuable and therefore meetings can be held in your home during the day or evening for your
convenience. More importantly, you will have an understanding of the nature of your investments,
how they work and what you can expect from them. We explain things in terms you will understand
so that you have a high comfort level with what you own.
We offer Full service financial planning.
We currently serve 1,000 clients and $130,000,000 of assets under management.
We are affiliated with a fully independent Broker Dealer with no proprietary products.
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.
Please see my website for additional information
and disclosure www.avhinvest.com. FINRA Broker
Check https://brokercheck.finra.org/
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1832245/paladinregistry-AVH-Invest-detailed-disclosure.html
Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. AVH Invest and Securities America are separate companies.