Colleen Hale (CRD# 7038401) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 5 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pruco Securities, LLC | Bellevue, WA | Oct 2018 - Current | 5 |
M.b. Electric LLC | Lacey, WA | Jul 2018 - Aug 2018 | < 1 |
Holmes Electric Company | Kent, WA | Jun 2018 - Jul 2018 | < 1 |
Mckinstry Company LLC | Seattle, WA | Sep 2017 - Mar 2018 | < 1 |
H&m Electric Inc. | Maryville, WA | Jul 2017 - Sep 2017 | < 1 |
Sequoyah Electric LLC | Redmond, WA | Apr 2017 - Jun 2017 | < 1 |
Prime Electric Inc. | Bellevue, WA | Feb 2017 - Apr 2017 | < 1 |
Sasco Electric Inc. | Woodenville, WA | Oct 2016 - Jan 2017 | < 1 |
Prime Electric Inc. | Bellevue, WA | May 2016 - Sep 2016 | < 1 |
Cochran Electric Inc. | Seattle, WA | May 2016 - May 2016 | < 1 |
Sequoyah Electric LLC | Redmond, WA | Apr 2016 - May 2016 | < 1 |
General Construction | Bellevue, WA | Apr 2015 - Mar 2016 | < 1 |
Unemployed | Everett, WA | Jan 2015 - Mar 2015 | < 1 |
Valley Electric | Everett, WA | Nov 2014 - Dec 2014 | < 1 |
Cupertino Electric Inc. | San Jose, CA | Jul 2014 - Sep 2014 | < 1 |
Precision Electric Group Inc. | Redmond, WA | Jun 2014 - Jun 2014 | < 1 |
General Construction | Bellevue, WA | Feb 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- TX
- WA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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