Anita Gray (CRD# 5073393) is an Investment Advisor Representative working at Promenade Wealth in North Bend, WA and has over 18 years of experience in the finance industry. Anita Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5432113
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5544516
Berntson Porter Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Promenade Wealth | Bellevue, WA | Jan 2020 - Current | 4 |
| Northwest Asset Management | Mercer Island, WA | Jun 2018 - Jul 2020 | 2 |
| Unemployed - Traveling | Kirkland, WA | Nov 2017 - Jun 2018 | < 1 |
| Vestory LLC | Bellevue, WA | Jul 2016 - Nov 2017 | 1 |
| Private Client Services | Louisville, KY | Jan 2016 - May 2016 | < 1 |
| Trutina Financial, LLC | Bellevue, WA | Nov 2015 - May 2016 | < 1 |
| Unemployed - Traveling | Kirkland, WA | Jan 2015 - Nov 2015 | < 1 |
| Empirical Wealth Management | Seattle, WA | Oct 2014 - Jan 2015 | < 1 |
| Unemployed | Seattle, WA | Jun 2014 - Sep 2014 | < 1 |
| Fidelity Investments | Bellevue, WA | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- TX
- WA
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Total Assets Under Management55MILLIONS
-
Total Number of Accounts143ACCOUNTS
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Average Account Value$386,808
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, WA
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