John De CarvalhoCRD Number: 5113789
Current Firm: Parcion Private Wealth LLC
John De Carvalho (CRD# 5113789) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Parcion Private Wealth||Bellevue, WA||May 2020 - Current||3|
|Unemployed||Redmond, WA||Aug 2019 - May 2020||< 1|
|Perkins Coie LLP||Seattle, WA||Sep 2018 - Jul 2019||< 1|
|Unemployed||Redmond, WA||Mar 2018 - Aug 2018||< 1|
|Moss Adams Wealth Advisors LLC||Seattle, WA||Feb 2014 - Feb 2018||4|
|Rainier Group Investment Advisory LLC||Bellevue, WA||Jun 2005 - Feb 2014||8|
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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