Audrea Sullivan (CRD# 6409402) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eq Wealth Management | Bellevue, WA | Apr 2022 - Current | 2 |
| Assured Partners | Greenwood Village, CO | Aug 2021 - Mar 2022 | < 1 |
| Citibank | Belfast, | Jun 2021 - Aug 2021 | < 1 |
| Transform Wealth | Denver, CO | Apr 2018 - Jun 2021 | 3 |
| Mariner Wealth Advisors | Highlands Ranch, CO | Apr 2016 - Apr 2018 | 2 |
| Thrivent Financial | Denver, CO | Jan 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- WA
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Total Assets Under Management594MILLIONS
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Total Number of Accounts1,874ACCOUNTS
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Average Account Value$316,833
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, ID, MO, OR, TX, WA
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