SS
PFS
SS
PFS

Selene Larena Sullivan

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
446 clients
Average Client Portfolio
$371K average
Assets Under Management
$165.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

Eugene, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Selene is a CPA and President of Principal Accounting PC, managing the firm and preparing tax returns. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Go Wealth Management
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Avantax Advisory Services
September 2019 - July 2021 · 1 yr 10 mos
H.D. Vest Advisory Services, INC
September 2018 - April 2019 · 7 mos
H.D. Vest Advisory Services, INC
February 2018 - July 2018 · 5 mos
J.R. Young, P.C.
September 2010 - August 2018 · 7 yrs 11 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Selene Larena Sullivan - Financial Advisor | TrueAdvisor