George Bonney (CRD# 1362160) is an Investment Advisor Representative working at Sowell Management in Gig Harbor, WA and has over 38 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lighthouse Wealth Strategies | Gig Harbor, WA | Oct 2016 - Current | 7 |
| Sowell Financial Services, LLC | North Little Rock, AR | Sep 2016 - Current | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2014 - Jul 2017 | 3 |
| Concert Wealth Management, Inc. | San Jose, CA | Dec 2014 - Jan 2017 | 2 |
| Nwam Llc Dba Northwest Asset Management | Mercer Island, WA | Feb 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1995 |
- WA
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Total Assets Under Management3,329MILLIONS
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Total Number of Accounts13,257ACCOUNTS
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Average Account Value$251,143
- 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
- Selection of other advisers (including private fund managers)
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