Richard Philipovich (CRD# 7503034) is an Investment Advisor Representative working at Adair Wealth Management in Bellevue, WA and has over 2 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 |
|---|---|---|---|
| Adair Wealth Management, LLC | Bellevue, WA | Mar 2022 - Current | 2 |
| Bnbuilders | Seattle, WA | Nov 2018 - Jul 2023 | 4 |
| Cornerstone General Contractors | Bothell, WA | Feb 2018 - Oct 2018 | < 1 |
| Bnbuilders | Seattle, WA | Sep 2007 - Jan 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- WA
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$176,522
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, TX, WA
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