Kimberley Evermon (CRD# 2261382) is an Investment Advisor Representative working at Northwest Asset Management in Carnation, WA and has 1 year of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nwam, Llc Dba Northwest Asset Management | Mercer Island, WA | Sep 2018 - Current | 5 |
| Paul R. Reid Financial Group, LLC | Bellevue, WA | Dec 2015 - Aug 2018 | 2 |
| Seldens Designer Home Furnishings | Bellevue, WA | Jul 2015 - Dec 2015 | < 1 |
| Masins Furniture Company | Bellevue, WA | Jun 2007 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- WA
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Total Assets Under Management3,271MILLIONS
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Total Number of Accounts8,878ACCOUNTS
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Average Account Value$368,481
- 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
- Pension consulting services
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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