David BerthonCRD Number: 5686758
Current Firm: Berntson Porter Wealth Management, LLC
David Berthon (CRD# 5686758) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 13 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cbiz Berntson Porter||Bellevue, WA||May 2021 - Current||2|
|Berntson Porter Wealth Management||Bellevue, WA||Aug 2009 - Current||13|
|Berntson Porter & Company, Pllc||Bellevue, WA||Nov 2002 - Apr 2021||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
AZ, CA, IA, MA, MT, OR, WA
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