VOLUNTARY BENEFITS ADVISORY NETWORK, LLC

ONE SOURCE HEALTH & WEALTH MANAGEMENT
3 registered advisors·CRD# 194511
SEC# 801-96257(888) 268-8884
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VOLUNTARY BENEFITS ADVISORY NETWORK, LLC

3 registered advisors
Chadrick Laverne Frazier
SCOTTSDALE, Arizona
Philip Sargent Taylor
SCOTTSDALE, Arizona
Stacey Lynn Scambray
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. VOLUNTARY BENEFITS ADVISORY NETWORK, LLC (CRD# 194511) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.