Benjamin Green (CRD# 6984480) is an Investment Advisor Representative working at Pacific Wealth Advisory, LLC in Spokane Valley, WA and has over 5 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
Company Name | Location | Dates | Years |
---|---|---|---|
Pacific Wealth Advisory, LLC | Spokane Valley, WA | May 2018 - Current | 6 |
Green Cpa, Pllc | Spokane Valley, WA | Jan 2018 - Current | 6 |
Sole Proprietor | Armstrong Creek, WI | Jun 2017 - Dec 2017 | < 1 |
Green Newton Jamison, LLP | Salem, WA | Jan 2016 - Jun 2017 | 1 |
Brigham Young University | Provo, UT | May 2015 - Dec 2015 | < 1 |
Deliotte Tax LLP | Houston, TX | Jan 2015 - Apr 2015 | < 1 |
Brigham Young University | Provo, UT | Nov 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2018 |
- WA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$121,840
- A percentage of assets under your management
- Hourly charges
- 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)
- Other
WA
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