Brandon Zilles (CRD# 6749486) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Seattle, WA and has over 5 years of experience in the finance industry. Brandon Zilles 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# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moss Adams | Dallas, TX | Jul 2018 - Current | 5 |
| University Of Washington | Seattle, WA | Oct 2014 - Jun 2018 | 3 |
| Northwestern Mutual | Seattle, WA | Mar 2017 - Oct 2017 | < 1 |
| Big Al's | Vancouver, WA | Jun 2015 - Sep 2015 | < 1 |
| Pg Long | Portland, OR | Jun 2014 - Aug 2014 | < 1 |
| Vancouver School District | Vancouver, WA | Sep 2005 - Jun 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- TX
- WA
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Total Assets Under Management3,914MILLIONS
-
Total Number of Accounts4,226ACCOUNTS
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Average Account Value$926,287
- 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)
AK, AZ, CA, CO, FL, HI, ID, IL, MI, MT, NM, NV, NY, OR, TN, TX, UT, WA
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