Peter Barnes (CRD# 7329058) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 2 years 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 LLC | Bellevue, WA | Mar 2022 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Spokane, WA | Jan 2021 - Mar 2022 | 1 |
| J.p. Morgan Securities LLC | Spokane, WA | Jan 2021 - Mar 2022 | 1 |
| Unemployed | Tacoma, WA | Aug 2020 - Dec 2020 | < 1 |
| Moss Adams LLP | Tacoma, WA | Jan 2019 - Jul 2020 | 1 |
| Unemployed | Tacoma, WA | Nov 2018 - Dec 2018 | < 1 |
| Lululemon Athletica | Tukwila, WA | Jul 2018 - Oct 2018 | < 1 |
| Gonzaga University | Spokane, WA | Aug 2017 - Aug 2018 | 1 |
| Moss Adams LLP | Tacoma, WA | Jun 2017 - Aug 2017 | < 1 |
| Unemployed | Tacoma, WA | May 2017 - May 2017 | < 1 |
| Washington State University | Pullman, WA | Aug 2013 - Apr 2017 | 3 |
| Costco Wholesale | Issaquah, WA | May 2016 - Aug 2016 | < 1 |
| Andy Frain Services | Tacoma, WA | Jun 2015 - Aug 2015 | < 1 |
| Abercrombie & Fitch Co | Tacoma, WA | Jun 2014 - Jan 2015 | < 1 |
| Unemployed | Tacoma, WA | Jan 2011 - Jul 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.