Elise Williams (CRD# 7489699) is an Investment Advisor Representative working at Baring Financial LLC in Bellingham, WA and has 1 year 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 |
---|---|---|---|
Baring Financial LLC | Bellingham, WA | Jan 2022 - Current | 2 |
Logan Danson LLC | Bellingham, WA | Jul 2018 - Current | 5 |
Unemployed | College Place, WA | Sep 2014 - Jun 2018 | 3 |
Unemployed | Lillooet, | Jan 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- WA
-
Total Assets Under Management136MILLIONS
-
Total Number of Accounts880ACCOUNTS
-
Average Account Value$155,040
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, HI, IA, IL, NE, TX, UT, WA
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