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Financial ADVSR advisor directory · SEC adviser records

Berntson Porter Wealth Management, LLC financial advisors in Washington

Every SEC-registered investment adviser representative at a Berntson Porter Wealth Management, LLC office in Washington, by city and A to Z.

The short answer

17 registered advisors work at Berntson Porter Wealth Management, LLC in Washington, out of 18 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellevue (17). 1 list the CFP designation and 0 are also registered broker representatives.

Berntson Porter Wealth Management, LLC advisors by city in Washington

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Bellevue 17

Berntson Porter Wealth Management, LLC advisors in Washington, A to Z

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Questions

How many Berntson Porter Wealth Management, LLC financial advisors are in Washington?

17 investment adviser representatives are registered at Berntson Porter Wealth Management, LLC offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 18 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Washington does Berntson Porter Wealth Management, LLC have the most advisors?

Bellevue, with 17. Berntson Porter Wealth Management, LLC has advisors in 1 city in Washington.

How do I check a Berntson Porter Wealth Management, LLC advisor in Washington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Berntson Porter Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.