James Moore (CRD# 2210939) is an Investment Advisor Representative working at Parcion Private Wealth LLC 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 |
|---|---|---|---|
| Parcion Private Wealth Management | Bellevue, WA | Mar 2021 - Current | 2 |
| Unemployed | Redmond, WA | Nov 2020 - Mar 2021 | < 1 |
| Pathstone | Bellevue, WA | Oct 2020 - Nov 2020 | < 1 |
| Cornerstone Advisors, Inc. | Bellevue, WA | Apr 2016 - Sep 2020 | 4 |
| Guidestone Financial Resources | Dallas, TX | Aug 2014 - Apr 2016 | 1 |
| Fisher Investments | Woodside, CA | Oct 2011 - Jul 2014 | 2 |
- WA
-
Total Assets Under Management1,745MILLIONS
-
Total Number of Accounts1,221ACCOUNTS
-
Average Account Value$1,429,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, ID, OR, TX, UT, WA
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