Eric Williams (CRD# 7563564) is an Investment Advisor Representative working at Goldbloom Wealth Management LLC in Mercer Island, WA and has over 2 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 |
---|---|---|---|
Goldbloom Wealth Management LLC | Bellevue, WA | Oct 2021 - Current | 2 |
Unemployed | Seatle, WA | Jun 2021 - Oct 2021 | < 1 |
Ohana Fiduciary Corporation | Seatle, WA | Feb 2021 - May 2021 | < 1 |
Unemployed | Bellvue, WA | Jun 2020 - May 2021 | < 1 |
Willamette University | Salem, OR | Aug 2016 - May 2020 | 3 |
Whitford Law Offices | Salem, OR | May 2018 - Jun 2018 | < 1 |
Unemployed | Bellevue, WA | Sep 2014 - Jul 2016 | 1 |
Ginza | Bellvue, WA | Aug 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- WA
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts1,147ACCOUNTS
-
Average Account Value$84,830
- 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
- Selection of other advisers (including private fund managers)
TX, WA
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