Levi Zurbrugg (CRD# 7128296) 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 Brokerage Services | Bellingham, WA | Oct 2019 - Current | 4 |
Saturna Capital Corporation | Bellingham, WA | Jun 2019 - Current | 4 |
Saturna Brokerage Services | Bellingham, WA | Jun 2019 - Oct 2019 | < 1 |
University Of Washington | Seattle, WA | Apr 2018 - Jun 2019 | 1 |
University Of Washington | Seattle, WA | Sep 2017 - Jun 2019 | 1 |
Dana Investment Advisors | Waukesha, WI | Jun 2018 - Aug 2018 | < 1 |
Unemployed | San Francisco, CA | Jun 2017 - Sep 2017 | < 1 |
Sustainability Accounting Standards Board | San Francisco, CA | Jun 2014 - Jun 2017 | 3 |
The Nature Conservancy | San Francisco, CA | Sep 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- 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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