Sean George (CRD# 6335785) is an Investment Advisor Representative working at Elderrock Financial LLC in Everett, WA and has over 9 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elderrock Financial, LLC | Everett, WA | Aug 2018 - Current | 5 |
| Berknell Financial Group | Everett, WA | May 2017 - Jul 2018 | 1 |
| Morgan Stanley Smith Barney LLC | Bellevue, WA | Apr 2016 - May 2017 | 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Apr 2016 - May 2017 | 1 |
| Edward Jones | St Louis, MO | May 2014 - Apr 2016 | 1 |
| North Dakota State University | Fargo, ND | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
- WA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$327,185
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, WA
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