Benjamin Scellick (CRD# 4834074) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 19 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 |
---|---|---|---|
Study Groups Captive, LLC | Bellingham, WA | Sep 2017 - Current | 6 |
Below The Line Club, LLC | Bellingham, WA | Jul 2016 - Current | 7 |
Clearbrook Investment Management, LLC | Bellingham, WA | May 2014 - Current | 9 |
Finance & Resource Management Consultants, Inc. | Bellingham, WA | Jan 2014 - Current | 10 |
Ludeman Captial Management, Inc. | Bellingham, WA | Sep 2004 - Jun 2014 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2006 |
S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
- WA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts147ACCOUNTS
-
Average Account Value$114,669
- 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
TX, WA
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