Adam Van Ness, financial advisor Bellingham WA

Adam Van Ness

CRD Number: 4976468
Current Firm: Nw Straits Financial Services

Adam Van Ness (CRD# 4976468) is an Investment Advisor Representative working at Nw Straits Financial Services in Bellingham, WA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Nw Straits Financial Services LLC Bellingham, WA Jul 2021 - Current < 1
Homemaker Bellingham, WA Apr 2016 - Current 6
Rycots LLC Bellingham, WA Jan 2019 - Jan 2022 3
Frank Russell Securities Tacoma, WA May 2005 - Apr 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Jan 2021
Contact Info for Adam G. Van Ness
Phone Number: 206-225-5085
Registered State(s):
  • WA
Current Firm Details
Nw Straits Financial Services
Firm's CRD Number: 315904
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $34,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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