Wendy Britton (CRD# 4281519) is an Investment Advisor Representative working at Adair Wealth Management in Bellevue, WA and has over 23 years of experience in the finance industry. Wendy Britton 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.
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 | Bellevue, WA | Oct 2016 - Current | 7 |
| Northwest Asset Management | Mercer Island, WA | Jul 2016 - Nov 2016 | < 1 |
| Charles Schwab Bank | Redmond, WA | Feb 2005 - Jun 2016 | 11 |
| Charles Schwab & Company, Inc. | Redmond, WA | Sep 2000 - Jun 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- AZ
- TX
- WA
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Total Assets Under Management35MILLIONS
-
Total Number of Accounts198ACCOUNTS
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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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