Isaac Sullivan, financial advisor Ellensburg WA
90 score

Isaac Sullivan

CRD Number: 6303424
Current Firm: Cetera Advisor Networks LLC

Isaac Sullivan (CRD# 6303424) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Ellensburg, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Nov 2017 - Current < 1
Girard Securities San Diego, CA Apr 2016 - Nov 2017 1
Edward Jones St Louis, MO May 2014 - Apr 2016 1
Levi Strauss&company Eugene, OR Aug 2011 - Apr 2014 2
Compucom Eugene, OR May 2007 - Aug 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Isaac M. Sullivan
Phone Number: 310-326-3100
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    15,298
    MILLIONS
  • Total Number of Accounts
    68,142
    ACCOUNTS
  • Average Account Value
    $224,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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