Joseph Dennison, financial advisor Edmonds WA

Joseph Dennison

CRD Number: 5987975
Current Firm: Zevenbergen Capital Investments LLC

Joseph Dennison (CRD# 5987975) is an Investment Advisor Representative working at Zevenbergen Capital Investments LLC in Edmonds, WA and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Zevenbergen Capital Investments LLC Seattle, WA Mar 2011 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Joseph E. Dennison
Phone Number: 206-682-8469
Firm Website: http://www.zci.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4,412
    MILLIONS
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $13,491,969
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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