Anna Inveen (CRD# 7661844) is an Investment Advisor Representative working at Badgley Phelps Wealth Managers in Seattle, WA and has 1 year of experience in the finance industry. Anna Inveen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Badgley Phelps Wealth Managers | Seattle, WA | Nov 2022 - Current | 1 |
| Badgley Phelps Wealth Managers | Seattle, WA | Jul 2018 - Nov 2022 | 4 |
| Badgley Phelps Wealth Managers | Seattle, WA | Feb 2018 - Jun 2018 | < 1 |
| University Of Washington | Seatle, WA | Sep 2014 - Jun 2018 | 3 |
| Badgley Phelps Wealth Managers | Seattle, WA | May 2017 - Sep 2017 | < 1 |
| Seattle Tennis Club | Seattle, WA | May 2016 - May 2017 | 1 |
| Peek Kids | Seattle, WA | Oct 2015 - May 2016 | < 1 |
| Tacoma Lawn & Tennis Club | Tacoma, WA | May 2012 - Aug 2015 | 3 |
- WA
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Total Assets Under Management5,126MILLIONS
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Total Number of Accounts2,648ACCOUNTS
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Average Account Value$1,935,899
- 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
- Other
AK, AZ, CA, CO, CT, DE, FL, HI, ID, LA, ME, MN, MT, NC, NJ, NM, NV, NY, OR, PA, TX, VA, WA
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