Ryan Robinson (CRD# 7886231) 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 Welath Advisory, Pllc | Spokane Valley, WA | Jan 2024 - Current | < 1 |
| Thrive Cpa, Pllc | Spokane Valley, WA | Jan 2024 - Current | < 1 |
| Thrive Cpa, Pllc | Spokane Valley, WA | Nov 2022 - Dec 2023 | 1 |
| Stauffer & Associates, Pllc | Spokane Valley, WA | Aug 2021 - Nov 2022 | 1 |
| Butler, Robinson & Associates Ps Cpas | Spokane Valley, WA | Dec 2013 - Aug 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- 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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