Amber Marie Macbeth

2 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

Sequoia Financial Group, L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

207 advisors

Number of Clients

8,771 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$23.0B

Fee Structure

Location

3500 Embassy Parkway, Akron, OH, 44333

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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.

Employment History

Current Registrations

Sequoia Financial Group, L.L.C.

June 2023 - Present · 2 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.