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Todd Koyama, financial advisor Spokane WA

Todd Koyama

CRD Number: 3240300
Current Firm: Selkirk Wealth Advisors, LLC
Compensation Model: Fee Only

Todd Koyama (CRD# 3240300) is wealth advisor working at Selkirk Wealth Advisors in Spokane, WA and has over 18 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Selkirk Wealth Advisors, LLC Spokane, WA May 2017 - Current 6
Lpl Financial LLC Spokane, WA Aug 2012 - May 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Todd M. Koyama
203 N Washington St, Suite 203, Spokane, WA 99201
Phone Number: 509-270-2886
Advisor Website: http://www.selkirkwealth.com
Firm Website: https://twitter.com/selkirkwealth
Registered State(s):
  • ID
  • WA
Current Firm Details
Selkirk Wealth Advisors, LLC
Firm's CRD Number: 173605
203 N Washington St, Suite 203, Spokane, WA 99201
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $323,905
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, TX, WA

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