Asa Wolfe (CRD# 7262329) is an Investment Advisor Representative working at Primerica Advisors in Liberty Lake, WA and has over 3 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Liberty Lake, WA | Jun 2020 - Current | 3 |
| Primerica Financial Services | Liberty Lake, WA | Aug 2013 - Current | 10 |
| Scoop Troop LLC | Spokane Valley, WA | Mar 2022 - May 2023 | 1 |
| Us Army | Jblm, WA | May 2017 - Sep 2021 | 4 |
| Ez Loader | Spokane, WA | Jun 2017 - Aug 2017 | < 1 |
| Norwich University | Northfield, VT | Aug 2016 - May 2017 | < 1 |
| Unemployed | Spokane, WA | May 2016 - Aug 2016 | < 1 |
| Norwich University | Northfield, VT | Aug 2015 - May 2016 | < 1 |
| Cannon Beach Conference Center | Cannon Beach, OR | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Spokane, WA | May 2015 - Jun 2015 | < 1 |
| Norwich University | Northfield, VT | Aug 2014 - May 2015 | < 1 |
| Cannon Beach Conference Center | Cannon Beach, OR | Jun 2014 - Aug 2014 | < 1 |
| Unemployed | Spokane, WA | May 2014 - Jun 2014 | < 1 |
| Norwich University | Northfield, VT | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
| S63 | Uniform Securities State Law Examination | Jun 2020 |
- TX
- WA
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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.