Destry Witt (CRD# 2176013) is an Investment Advisor Representative working at RELiANCE Investing, Inc. headquartered in Sandy, UT and 30 years of experience in the finance industry. Destry worked at some of the leading financial services firms including US Bank Investment Services, Dean Witter Reynolds, and Raymond James Financial Services before starting RELiANCE Investing in 2008.
RELiANCE Investing Registered Investment Advisors take pride in their role as Investment Fiduciaries. At RELiANCE Destry's efforts are concentrated primarily in developing unique investment products for Accredited Investors not otherwise available to investors of other firms.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reit Liquidating LLC | Vancouver, WA | Jul 2019 - Current | 4 |
| Reliance Investing, Inc. | Vancouver, WA | Jan 2009 - Current | 15 |
| Symetra Insurance Sales And Business Consultant | Vancouver, WA | Jan 2003 - Jul 2019 | 16 |
| Sandlapper Securities, LLC | Vancouver, WA | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- UT
- WA
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Total Assets Under Management47MILLIONS
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Total Number of Accounts200ACCOUNTS
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Average Account Value$235,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, UT, WA
RELiANCE Investing, Inc. is a Registered Investment Advisor only. The information on this website is intended for residents of the United States. This information is not intended to be personalized. RELiANCE Investing, Inc. is licensed with the State of Washington, California, and the State of Utah and will ensure proper licensing or exemption from licensing before conducting business in any other state. This site is for informational purposes only. Nothing contained here should be construed by anyone as an invitation or solicitation to buy or sell any investment. This site does not contain personalized legal, tax, investment, or advice.
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