Roy Minion (CRD# 7171782) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 4 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Springdale, WA | Oct 2020 - Current | 3 |
| Mutual Of Omaha Investor Services | Spokane Valley, WA | Aug 2019 - Current | 4 |
| Mutual Of Omaha Insurance Company | Spokane Valley, WA | Aug 2019 - Current | 4 |
| Arrowhead Ag, LLC | Bingham Lake, MN | Aug 2014 - Jul 2019 | 4 |
| Dupont Pioneer | Bingham Lake, MN | Jul 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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