Brett Ulsh (CRD# 7043590) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 4 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 |
|---|---|---|---|
| Saturna Capital Corporation | Bellingham, WA | Jul 2022 - Current | 1 |
| Saturna Trust Company | Bellingham, WA | Jul 2022 - Current | 1 |
| Saturna Brokerage Services | Bellingham, WA | Oct 2019 - Current | 4 |
| Saturna Capital Corporation | Bellingham, WA | Oct 2019 - Jun 2022 | 2 |
| Saturna Trust Company | Bellingham, WA | Oct 2019 - Jun 2022 | 2 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Nov 2018 - Sep 2019 | < 1 |
| Unemployed | Gilbert, AZ | Jul 2018 - Nov 2018 | < 1 |
| Skagit Valley Casino Resort | Bow, WA | Oct 2016 - Jul 2018 | 1 |
| Unemployed | Bellingham, WA | Apr 2016 - Oct 2016 | < 1 |
| Domino's Pizza | Flagstaff, AZ | Oct 2015 - Apr 2016 | < 1 |
| Student - Summer Break | Bellingham, WA | May 2015 - Oct 2015 | < 1 |
| Little America Hotel | Flagstaff, AZ | Apr 2015 - May 2015 | < 1 |
| Student | Flagstaff, AZ | Feb 2015 - Apr 2015 | < 1 |
| Sodexo | Flagstaff, AZ | Sep 2013 - Feb 2015 | 1 |
| Silver Reef Hotel Casino & SPA | Ferndale, WA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- WA
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
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