John Sloan Iii (CRD# 7894559) is an Investment Advisor Representative working at Bellingham Capital 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 |
|---|---|---|---|
| Bellingham Capital Management, Inc. | Bellingham, WA | Apr 2024 - Current | < 1 |
| Grabow Therapy & Wellness Center | Bellingham, WA | Jan 2018 - Current | 6 |
| Kinetic Edge | Oskaloosa, IA | Aug 2017 - Dec 2017 | < 1 |
| Performance Physical Therapy | Bellingham, WA | Jan 2016 - Jun 2017 | 1 |
| Whatcom Community College | Bellingham, WA | Jan 2016 - Jun 2017 | 1 |
| Fairhaven Runners & Walkers | Bellingham, WA | Oct 2014 - Feb 2017 | 2 |
| Avellino Coffehouse | Bellingham, WA | Aug 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- WA
-
Total Assets Under Management126MILLIONS
-
Total Number of Accounts596ACCOUNTS
-
Average Account Value$211,344
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, OR, TX, WA
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