Therese Mille (CRD# 1658942) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 28 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Soundmark Wealth Management | Kirkland, WA | Jan 2022 - Current | 2 |
Soundmark Wealth Management | Kirkland, WA | Sep 2019 - Jan 2022 | 2 |
Soundmark Wealth Management, LLC | Kirkland, WA | Apr 2011 - Sep 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1995 |
S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- WA
-
Total Assets Under Management411MILLIONS
-
Total Number of Accounts805ACCOUNTS
-
Average Account Value$510,603
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, LA, NY, OR, TX, UT, WA
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