Adam ReughCRD Number: 5624971
Current Firm: Financial Advocates Investment Management
Adam Reugh (CRD# 5624971) is an Investment Advisor Representative working at Financial Advocates Investment Management in Seattle, WA and has over 7 years of experience in the finance industry.
Brighton Jones LLC
|Icm Asset Management, Inc.||Spokane, WA||Oct 2012 - Mar 2015||2|
|Unemployed||Sammamish, WA||May 2012 - Sep 2012||< 1|
|Mutual Of America Life Insurance Company||Seattle, WA||Dec 2010 - Apr 2012||1|
|Mutual Of America Securities Corporation||Seattle, WA||Dec 2010 - Apr 2012||1|
|Northwestern Mutual||Seattle, WA||Oct 2008 - Dec 2010||2|
|Northlake Tavern||Seattle, WA||Dec 2007 - Oct 2008||< 1|
|Butler Valet||Seattle, WA||Nov 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2010|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management1,087MILLIONS
Total Number of Accounts6,384ACCOUNTS
Average Account Value$170,222
- 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
AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA
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