Nancy Almond (CRD# 2142868) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Spokane Valley, WA and has over 32 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 |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Sep 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Spokane Valley, WA | Sep 2022 - Current | 1 |
| Numerica Credit Union | Spokane Valley, WA | Jan 2021 - Current | 3 |
| Cuso Financial Services, LP | San Diego, CA | Jan 2021 - Sep 2022 | 1 |
| Hart Capital Management, Inc. | Coeur D'alene, ID | Nov 2018 - Jan 2021 | 2 |
| Self | Liberty Lake, WA | Mar 2018 - Oct 2018 | < 1 |
| Columbia State Bank | Tacoma, WA | Aug 2010 - Feb 2018 | 7 |
| Cetera Investment Services LLC | St. Cloud, MN | Aug 2010 - Feb 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
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- Educational seminars/workshops
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