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Parcion Private Wealth LLC financial advisors in Bellevue, WA
Every SEC-registered investment adviser representative at a Parcion Private Wealth LLC office in Bellevue, A to Z.
The short answer
12 registered advisors work at Parcion Private Wealth LLC in Bellevue, out of 12 at the firm nationwide; it ranks number 30 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Parcion Private Wealth LLC advisors in Bellevue, A to Z
Every Parcion Private Wealth LLC advisor →- Diego AriasInvestment adviser rep
- Peter G. BeselCertified Financial Planner
- Kathleen E. CarboneCertified Financial Planner
- Terrance L. CookInvestment adviser rep
- Jack DolanChartered Financial Analyst
- Stacee L. KratovilCertified Financial Planner
- Kalena L. LaurentInvestment adviser rep
- Abigail F. MillerInvestment adviser rep
- Nathan J. MumfordChartered Financial Analyst
- Jennifer NagaiInvestment adviser rep
- Daniel ReubenCertified Financial Planner
- Tyler F. RockwellInvestment adviser rep
Parcion Private Wealth LLC advisors in every city and state →Parcion Private Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bellevue
All Bellevue advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 108Wells Fargo Clearing Services, LLC 86Coldstream Wealth Management 82Equitable Advisors, LLC 78UBS Financial Services Inc. 69Ameriprise Financial Services, LLC 55Morgan Stanley 47Strategic Advisers LLC 44Transamerica Financial Advisors, LLC 37LPL Financial LLC 35Charles Schwab & Co., Inc. 32Oppenheimer & Co. Inc. 28
Questions
How many financial advisors does Parcion Private Wealth LLC have in Bellevue?
12 investment adviser representatives are registered at Parcion Private Wealth LLC offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Parcion Private Wealth LLC one of the largest advisor employers in Bellevue?
Parcion Private Wealth LLC ranks number 30 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 108.
How do I check a Parcion Private Wealth LLC advisor in Bellevue?
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 Parcion Private Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.