Aaron Westlund (CRD# 5370871) is an Investment Advisor Representative working at Poorman Creek Capital Advisors, LLC in Kent, WA and has over 16 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Reporting Adviser | Kent, WA | Jul 2022 - Current | 1 |
| Davita Inc. | Federal Way, WA | Mar 2000 - Jul 2022 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
- WA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$1,300,000
- Performance-based fees
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
WA
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