Shara Pagels (CRD# 5634876) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 15 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 |
|---|---|---|---|
| Avalon Financial | Bellingham, WA | Sep 2017 - Current | 6 |
| Clearbrook Investment Management, LLC | Bellingham, WA | Aug 2016 - Current | 7 |
| Full Point Designed Services | Bellingham, WA | Apr 2016 - Current | 8 |
| Private Client Services LLC | Louisville, KY | Feb 2014 - Apr 2016 | 2 |
| Trutina Financial (dba Of Bellevue Financial) | Bellevue, WA | Dec 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- 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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