Jordan Salim is a ChFC-designated registered investment advisor at 3:23 Financial Services LLC, based in Richardson, TX. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18 clients with $1.5M in assets under management.
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As part of the financial planning subscription, clients can choose to have 3:23 Financial Services manage their investments. 3:23 will determine your investment goals, time horizon, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring will be based on these factors.
Location
2083 Collins Blvd, Richardson, TX, 75080
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
3:23 Financial Services LLC
State Registrations1 state
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