Richard DegrootCRD Number: 4525927
Current Firm: Berntson Porter Wealth Management, LLC
Richard Degroot (CRD# 4525927) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has 1 year of experience in the finance industry. Richard Degroot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cbiz Berntson Porter||Bellevue, WA||May 2021 - Current||2|
|Berntson Porter Wealth Management, LLC||Bellevue, WA||Oct 2001 - Current||21|
|Berntson Porter & Company, Pllc||Bellevue, WA||Jan 1997 - Apr 2021||24|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
AZ, CA, IA, MA, MT, OR, WA
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