Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Tony Limbaugh, financial advisor Kirkland WA
71 score

Tony Limbaugh

CRD Number: 1209923
Current Firm: Elite Wealth Management, Inc.

Tony Limbaugh (CRD# 1209923) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has over 28 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Kirkland WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Similar Advisors
Sunil Sanghvi, financial advisor Kirkland WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Similar Advisors
Mark Bergeron, financial advisor Kirkland WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Company Name Location Dates Years
Elite Wealth Management Kirkland, WA Jun 2014 - Current 2
Unemployed Renton, WA Feb 2014 - May 2014 < 1
Td Ameritrade Bellevue, WA Sep 2010 - Jan 2014 3
Allstate Insurance Co Tualatin, OR Feb 2009 - Jun 2010 1
Unemployed Lake Oswego, OR Dec 2008 - Feb 2009 < 1
U.s. Bancorp Investments, Inc. Tigard, OR May 2007 - Dec 2008 1
Strand, Atkinson, Williams & York, Inc. Portland, OR Oct 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Dec 1997
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Tony D. Limbaugh
Phone Number: 425-828-4300
Firm Website:
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.