Cassidy StevickCRD Number: 6598585
Current Firm: Columbia River Advisors
Cassidy Stevick (CRD# 6598585) is an Investment Advisor Representative working at Columbia River Advisors in Olympia, WA and has over 5 years of experience in the finance industry.
Abraham & Company, Inc.
Clear Creek Financial Management, LLC
|Prentice Wealth Management Llc Dba Prentice Financial Planning||Olympia, WA||Jan 2017 - Current||4|
|Columbia River Advisors||Tacoma, WA||Jun 2015 - Current||6|
|St. Martin's University||Lacey, WA||Feb 2015 - Current||6|
|Olympia High School||Olympia, WA||Feb 2015 - May 2015||< 1|
|Human Body Works||Lacey, WA||Feb 2015 - May 2015||< 1|
|Na - Extended Travel||Olympia, WA||Oct 2014 - Feb 2015||< 1|
|Rand Creek Ranch||Wapiti, WY||May 2014 - Oct 2014||< 1|
|Whitworth University||Spokane, WA||Sep 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Total Assets Under Management442MILLIONS
Total Number of Accounts985ACCOUNTS
Average Account Value$448,681
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
AK, CA, FL, IN, MT, NC, OH, OR, WA, WI
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