Arlo Sullivan, financial advisor San Luis Obispo CA

Arlo Sullivan

CRD Number: 2209899
Current Firm: Onedigital Investment Advisors

Arlo Sullivan (CRD# 2209899) is an Investment Advisor Representative working at Onedigital Investment Advisors in San Luis Obispo, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Onedigital Investment Advisors LLC Overland Park, KS Jan 2024 - Current < 1
Wealthsource Partners, LLC San Luis Obispo; Arroyo Grande (04/2017-02/2020), CA Nov 2015 - Current 8
Wealthsource Insurance Services, LLC San Luis Obispo; Arroyo Grande (04/2017-02/2020), CA Dec 2012 - Nov 2021 8
Vellum Financial, LLC Arroyo Grande; San Luis Obispo (09/2009-04/2017), CA Sep 2009 - Jul 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Feb 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Arlo B. Sullivan
Phone Number: 877-742-2021
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    89,149
    MILLIONS
  • Total Number of Accounts
    25,199
    ACCOUNTS
  • Average Account Value
    $3,537,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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