Miguel Villahermosa (CRD# 7489696) is an Investment Advisor Representative working at Trek Financial in Tacoma, WA and has over 2 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5464276
Sitka Pacific Capital Management, LLC
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trek Financial | Tacoma, WA | Jan 2022 - Current | 2 |
| Bulwark Capital Management | Tacoma, WA | Aug 2021 - Current | 2 |
| Patriot Roofing | Gig Harbor, WA | Sep 2019 - Aug 2021 | 1 |
| Redeem Church | Tacoma, WA | Sep 2017 - Jun 2019 | 1 |
| Life Center Church/life Center South | Tacoma, WA | Aug 2010 - Jun 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- WA
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Total Assets Under Management2,260MILLIONS
-
Total Number of Accounts4,584ACCOUNTS
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Average Account Value$493,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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