David Ruehr (CRD# 7403801) 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# 2538997
Robinswood Financial
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eq Wealth Management | Mercer Island, WA | Jun 2021 - Current | 2 |
| Bellevue School District | Bellevue, WA | Sep 2019 - Aug 2021 | 1 |
| Bellevue School District | Bellevue, WA | Sep 2016 - Sep 2019 | 3 |
| Retired | Bellevue, WA | Jun 2014 - Sep 2016 | 2 |
| David's Tea | Montreal, | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- WA
-
Total Assets Under Management458MILLIONS
-
Total Number of Accounts1,650ACCOUNTS
-
Average Account Value$277,639
- 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, FL, ID, MO, OR, TX, WA
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