Carmine Lafleur (CRD# 5780324) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Anacortes, WA and has over 13 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 1069257
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Anacortes, WA | Oct 2023 - Current | < 1 |
| Key Investment Services | Burlington, WA | Mar 2017 - Oct 2023 | 6 |
| Valic Financial Advisors, Inc. | Seattle, WA | Aug 2016 - Dec 2016 | < 1 |
| State Farm Vp Management Corp | Mount Vernon, WA | Sep 2015 - Aug 2016 | < 1 |
| Brad Methner Insurance Agency Inc. | Mount Vernon, WA | Jul 2015 - Aug 2016 | 1 |
| Self Employed | Burlington, WA | Feb 2015 - Jul 2015 | < 1 |
| Ameriprise Financial Services Inc. | Mt Vernon, WA | Apr 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- WA
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Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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