Gavin Schumaker (CRD# 7056900) is an Investment Advisor Representative working at Wells Fargo Advisors in Issaquah, WA and has over 4 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Issaquah, WA | Oct 2020 - Current | 3 |
| E.k. Riley Investments, LLC | Seattle, WA | Dec 2018 - Nov 2020 | 1 |
| Unemployed | Issaquah, WA | Jun 2018 - Nov 2018 | < 1 |
| Paccar | Bellevue, WA | Mar 2016 - May 2018 | 2 |
| Unemployed | Issaquah, WA | Sep 2014 - Feb 2016 | 1 |
| Jacobs And Broel Asset Management, LLC | Bellevue, WA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
| S63 | Uniform Securities State Law Examination | Jul 2019 |
- TX
- WA
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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