Brian Felshaw (CRD# 6548905) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 6 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Wealth Advisors | Salem, OR | Jul 2020 - Current | 3 |
| Waterfront Financial Management, LLC | Silverdale, WA | Feb 2019 - Jul 2020 | 1 |
| Morgan Stanley | Federal Way, WA | Jan 2017 - Feb 2019 | 2 |
| Morgan Stanley Private Bank, National Association | Federal Way, WA | Jan 2017 - Feb 2019 | 2 |
| Byu Police Mtc Security | Provo, UT | Sep 2016 - Dec 2016 | < 1 |
| Brigham Young Universtiy | Provo, UT | Jan 2011 - Dec 2016 | 5 |
| Zions Bancorporation | Salt Lake City, UT | Jun 2016 - Aug 2016 | < 1 |
| Byu Police Mtc Security | Provo, UT | Sep 2015 - May 2016 | < 1 |
| Merrill Lynch | Federal Way, WA | Jun 2015 - Aug 2015 | < 1 |
| Byu Police Mtc Security | Provo, UT | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- WA
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Total Assets Under Management721MILLIONS
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Total Number of Accounts3,355ACCOUNTS
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Average Account Value$214,876
- 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
AK, AZ, CA, CO, FL, ID, LA, NE, NV, NY, OR, TX, UT, WA
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