Noah Collum (CRD# 7606486) is an Investment Advisor Representative working at Kingdom Financial Group, LLC in Peoria, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fullerton Financial Planning | Scotssdale, AZ | Mar 2024 - Current | < 1 |
Kingdom Financial Group, LLC | Scottsdale, AZ | Mar 2024 - Current | < 1 |
Unemployed | Scottsdale, AZ | Nov 2023 - Mar 2024 | < 1 |
Northern Lights Distributors, LLC | Elkhorn, NE | Aug 2023 - Nov 2023 | < 1 |
Redwood Investment Management, LLC | Scottsdale, AZ | Jul 2023 - Nov 2023 | < 1 |
Vanguard Group | Scottsdale, AZ | Jul 2022 - Jul 2023 | 1 |
University Of Mississippi | Oxford, MS | Aug 2018 - May 2022 | 3 |
Farmers And Merchants Bank | Baldwyn, MS | Jun 2021 - Jul 2021 | < 1 |
Sandestin Beach Services | Santa Rosa, FL | Jun 2019 - Aug 2019 | < 1 |
Sandestin Beach Services | Santa Rosa, FL | Jun 2018 - Aug 2018 | < 1 |
Saltillo High School | Saltillo, MS | May 2014 - May 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2022 |
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- AZ
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts2,631ACCOUNTS
-
Average Account Value$100,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AZ, CA, CO, ID, LA, MN, NH, TX, WA
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