William Beezley (CRD# 1277412) is an Investment Advisor Representative working at Olympic Financial Advisors, LLC in Port Townsend, WA and has over 25 years of experience in the finance industry.
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 6533806
Harbour Investments, Inc.
CRD# 1360876
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Olympic Financial Advisors, LLC | Port Townsend, WA | Apr 2016 - Current | 8 |
| East Jefferson Fire Rescue | Port Townsend, WA | Jan 2010 - Jan 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- WA
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts118ACCOUNTS
-
Average Account Value$290,413
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
WA
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.