Michael Boone (CRD# 1391875) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 39 years of experience in the finance industry. Michael Boone has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boone Wealth Advisors, LLC | Bellevue, WA | Jan 2018 - Current | 6 |
| Sabbatical | Bellevue, WA | Jul 2016 - Jan 2018 | 1 |
| Mw Boone And Associates LLC | Bellevue, WA | Mar 1999 - Jul 2016 | 17 |
| Lpl Financial, LLC | Bellevue, WA | Feb 1997 - Jul 2016 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1985 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1992 |
- WA
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Total Assets Under Management233MILLIONS
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Total Number of Accounts556ACCOUNTS
-
Average Account Value$418,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, LA, OR, TX, WA
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