Financial ADVSR advisor directory · SEC adviser records
Tradewinds Capital Management, LLC financial advisors in Bellingham, WA
Every SEC-registered investment adviser representative at a Tradewinds Capital Management, LLC office in Bellingham, A to Z.
The short answer
6 registered advisors work at Tradewinds Capital Management, LLC in Bellingham, out of 7 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Tradewinds Capital Management, LLC advisors in Bellingham, A to Z
Every Tradewinds Capital Management, LLC advisor →- Amy N. BrownInvestment adviser rep
- Bryant J. EngebretsonCertified Financial Planner, Chartered Financial Consultant
- Kyle B. JacksonCertified Financial Planner, Chartered Financial Consultant
- Christopher W. LangChartered Financial Analyst
- Azita L. SimlerInvestment adviser rep
- Justin S. SlagleInvestment adviser rep
Tradewinds Capital Management, LLC advisors in every city and state →Tradewinds Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tradewinds Capital Management, LLC advisors in other cities
Other firms in Bellingham
All Bellingham advisors →Saturna Capital Corporation 29Edward Jones 18LPL Financial LLC 18Morgan Stanley 13Financial Plan, Inc. 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Wells Fargo Clearing Services, LLC 8Skyline Advisors, Inc. 7D.A. Davidson & Co. 6West Invest 6Ameriprise Financial Services, LLC 5Waycross Investment Management Co. 4
Questions
How many financial advisors does Tradewinds Capital Management, LLC have in Bellingham?
6 investment adviser representatives are registered at Tradewinds Capital Management, LLC offices in Bellingham, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Tradewinds Capital Management, LLC one of the largest advisor employers in Bellingham?
Tradewinds Capital Management, LLC ranks number 10 in Bellingham by registered advisors; Saturna Capital Corporation has the most, with 29.
How do I check a Tradewinds Capital Management, LLC advisor in Bellingham?
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 Tradewinds Capital Management, 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.