James Pirak (CRD# 2365347) is an Investment Advisor Representative working at Talbot Financial, LLC in Bellevue, WA and has over 30 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Talbot Financial, LLC | Bellevue, WA | Jun 2015 - Current | 8 |
| Symetra Securities, Inc. | Bellevue, WA | Sep 2013 - May 2015 | 1 |
| Symetra Investment Services, Inc. | Bellevue, WA | Oct 1996 - May 2015 | 18 |
| Symetra Financial | Bellevue, WA | May 1994 - May 2015 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- CA
- NM
- TX
- WA
-
Total Assets Under Management748MILLIONS
-
Total Number of Accounts410ACCOUNTS
-
Average Account Value$1,825,137
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, NM, TX, WA
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