AD
AD

Altrashonna Roshara Dillon

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
344 advisors
Number of Clients
22,039 clients
Average Client Portfolio
$355K average
Assets Under Management
$7.8B

Fee Structure

Loading...

Location

26200 American Drive, Fifth Floor, Southfield, MI, 48034

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Hantz Financial Services, INC.
December 2023 - Present · 2 yrs 2 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Altrashonna Roshara Dillon - Financial Advisor | TrueAdvisor