Aaron BonckCRD Number: 6234283
Current Firm: Concourse Financial Group Advisors
Aaron Bonck (CRD# 6234283) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Seattle, WA and has over 8 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Concourse Financial Group Securities (fka Proequities, Inc.)||Seattle, WA||Aug 2017 - Current||4|
|Concourse Financial Group Securities (fka Proequities, Inc.)||Seattle, WA||Sep 2013 - Current||8|
|(dba) Time Value Investments||Seattle, WA||Aug 2013 - Current||8|
|The Ram Restaurant & Brewery||Tacoma, WA||May 2008 - Jul 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2017|
Total Assets Under Management4,395MILLIONS
Total Number of Accounts22,138ACCOUNTS
Average Account Value$198,549
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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