Carl Eshelman (CRD# 1158289) is an Investment Advisor Representative working at Quantum Solutions, Inc. in Kent, WA and has over 40 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 |
|---|---|---|---|
| Northwest Investment Advisors, Inc. | Spokane, WA | May 2018 - Current | 5 |
| Quantum Solutions Inc. | Lacey, WA | Mar 1995 - Current | 29 |
| Signator Investors, Inc. | Lafayette, CA | May 2016 - Jun 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Issaquah, WA | Sep 2009 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Pension consulting services
WA
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