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Austin Thomas Avery

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
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Location

1220 28th Avenue North, Fargo, ND, 58102

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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

Austin is involved in several investment-related activities, including Classic Asset Management, Young Financial Services, Avery Wealth Management, Secure Asset Management, LLC, and Avery Consulting LLC, dedicating full-time hours to each. Austin also works as an insurance agent for E4 Insurance Services, spending about a quarter of his time on fixed insurance sales.

Employment History
Current Registrations
Aurora SecuritiesBroker
February 2024 - Present · 2 yrs
Secure Asset Management, L.L.C.
February 2024 - Present · 2 yrs
Aurora Securities
February 2024 - Present · 2 yrs
Financial Strategies Group
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Classic, LLCBroker
December 2021 - April 2024 · 2 yrs 4 mos
State Registrations12 states
AZCAILKSMIMNNCNDNVTXWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Austin Thomas Avery - Financial Advisor | TrueAdvisor