A Fee-Based Financial Advisors Membership Organization

Recently Released!!!
Date Published: January 3, 2014
Summary PPT Deck: 15 Slides
Reference PPT Deck: 40 Slides

Advizent was founded by Charles Goldman & Steve Lockshin in 2012 and was based in Boulder, CO. The company had 72 financial advisor members & $100.0 billion financial advisor members assets under management. The company was led by its Chairman Steve Lockshin & CEO Charles Goldman. Its web site can be found at

Advizent's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Introduction Phase
  • Early Success Phase
  • Closure Phase
Its profile includes the key statistics of the organization, including its number of financial advisor members, those members' assets under management, and the organization's revenues & net profits.
Its profile includes detailed outlines of its core services:
  • Advertising Campaign
  • Ratings Service
  • Consumer Oriented Searchable Financial Advisor Database
  • Pooled Buying Power
  • Member Support Functions
And its profile concludes with the highlights of its organizational structure & ownership.

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