Azita Simler (CRD# 4803527) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 11 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tradewinds Capital Management, LLC | Bellingham, WA | Nov 2019 - Current | 4 |
| Unemployed | Bellingham, WA | May 2019 - Nov 2019 | < 1 |
| Saturna Capital Corporation | Bellingham, WA | Dec 2012 - May 2019 | 6 |
| Saturna Capital Corporation | Bellingham, WA | May 2015 - Jan 2019 | 3 |
| Saturna Capital Corporation | Bellingham, WA | Jan 2015 - May 2015 | < 1 |
| Saturna Capital Corporation | Bellingham, WA | Jun 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- WA
-
Total Assets Under Management524MILLIONS
-
Total Number of Accounts2,483ACCOUNTS
-
Average Account Value$210,914
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, FL, MN, MO, NH, OR, TN, TX, WA
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