Victor Beling (CRD# 7712528) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood, WA and has 1 year of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lakewood, WA | Mar 2023 - Current | 1 |
| Harborstone Credit Union | Lakewood, WA | Mar 2023 - Current | 1 |
| Harborstone Credit Union | Tacoma, WA | Jan 2022 - Mar 2023 | 1 |
| Washington State University | Pullman, WA | Aug 2017 - Dec 2021 | 4 |
| Costellas Restaurant | Puyallup, WA | Jul 2021 - Aug 2021 | < 1 |
| Big 5 Sporting Goods | Puyallup, WA | Jun 2019 - Aug 2019 | < 1 |
| Damco Distribution Logistics Via Staffmark Employment Agency | Sumner, WA | May 2018 - Aug 2018 | < 1 |
| Rogers High School | Puyallup, WA | Aug 2014 - May 2017 | 2 |
| South Hill Little League | Puyallup, WA | Apr 2016 - Aug 2016 | < 1 |
| Stahl Junior High School | Puyallup, WA | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- WA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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 derived from SEC.gov data covering 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.
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.