Stewart Hayes (CRD# 4907415) is an Investment Advisor Representative working at Willamette Valley Wealth Management, LLC in Salem, OR and has over 19 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 |
---|---|---|---|
Willamette Valley Wealth Management, LLC | Salem, OR | Oct 2020 - Current | 3 |
Willamette Valley Wealth Management, LLC | Salem, OR | May 2007 - Current | 16 |
Rhi, LLC | Salem, OR | Nov 2000 - Current | 23 |
Triangle Square, LLC | Salem, OR | Nov 2000 - Current | 23 |
Fischer, Hayes, Joye & Allen, LLC | Salem, OR | Sep 1992 - Current | 31 |
Kms Financial Services, Inc. | Seattle, WA | Jan 2005 - Oct 2020 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- LA
- OR
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts182ACCOUNTS
-
Average Account Value$254,396
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
LA, OR
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