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Avery Reese Markos

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

27777 Franklin Road, Suite 700, Southfield, MI, 48034

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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 ActivitiesSells Insurance

Avery works as a financial advisor at Wealth Trac Financial and is involved in independent insurance sales. These activities take up nearly all of Avery's time.

Employment History
Current Registrations
Corecap Advisors
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Ae Wealth Management, LLC
June 2019 - January 2020 · 7 mos
Brokers Financial
January 2017 - June 2018 · 1 yr 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Avery Reese Markos - Financial Advisor | TrueAdvisor