Robert Astin (CRD# 7888053) is an Investment Advisor Representative working at Pacific Wealth Advisory, LLC in Spokane Valley, WA and has 1 year 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 | Jan 2024 - Current | < 1 |
| Thrive Cpa, Pllc | Spokane Valley, WA | Aug 2021 - Current | 2 |
| Green Cpa, Pllc | Spokane Valley, WA | Nov 2018 - Jul 2021 | 2 |
| Schweitzer Engineering Laboratories | Spokane Valley, WA | Oct 2016 - Nov 2018 | 2 |
| Ernst & Young, LLP | Dallas, TX | Oct 2015 - Oct 2016 | 1 |
| Cpa Exam Candidate | Provo, UT | May 2016 - Sep 2016 | < 1 |
| Byu | Provo, UT | Jan 2013 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- WA
-
Total Assets Under Management11MILLIONS
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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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