Andre Selfa
CRD Number: 6060137
Current Firm: Arbor Point Advisors
Andre Selfa (CRD# 6060137) is an Investment Advisor Representative and Founder of Pinnacle Ascent Wealth Management in Walla Walla, WA and has over 12 years of experience in the finance industry.
His clients are primarily located in Washington, Oregon, Idaho and Hawaii.
Pinnacle Ascent Wealth Management focuses on fee-based financial planning services and investment management.
Investment porfolios are tailored to clients primary goals: wether it is focusing on income that can weather market volatility, targeting high growth, or being defensive when markets are high and opportunistic when markets are down.
Phone: 509-524-9074
CRD# 2680556
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Walla Walla, WA | Apr 2021 - Current | 3 |
| Arbor Point Advisors | Walla Walla, WA | Apr 2021 - Current | 3 |
| Ameriprise Financial Services Inc. | Walla Walla, WA | Apr 2017 - Apr 2021 | 4 |
| Lpl Financial LLC | Charlotte, NC | Aug 2012 - Apr 2017 | 4 |
| Gesa Credit Union | Walla Walla, WA | Mar 2012 - Apr 2017 | 5 |
| Walla Walla Valley Tours | Walla Walla, WA | Sep 2011 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
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 Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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
- 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
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