Henry Roberts (CRD# 7396298) is an Investment Advisor Representative working at Holm & Cawley Financial Group LLC in Bellevue, WA and has over 2 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holm & Cawley Financial Group, LLC | Las Vegas, NV | May 2021 - Current | 3 |
| Wischman Properties, LLC | Kirkland, WA | May 2020 - May 2021 | 1 |
| University Of Washington | Seattle, WA | Aug 2019 - May 2020 | < 1 |
| Broderick Group | Seattle, WA | May 2019 - Aug 2019 | < 1 |
| University Of Washington | Seattle, WA | Jun 2015 - May 2019 | 3 |
| Bellevue Highschool | Bellevue, WA | May 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- NV
- WA
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts241ACCOUNTS
-
Average Account Value$368,585
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, NV, OK, UT, WA
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