William Unrein (CRD# 2760504) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 27 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 |
|---|---|---|---|
| Skyline Advisors, Inc. | Bellingham, WA | May 2015 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2012 - Jan 2016 | 3 |
| Fairhaven Financial Advisors Inc. | Bellingham, WA | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management288MILLIONS
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Total Number of Accounts1,133ACCOUNTS
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Average Account Value$254,527
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, WA
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