Steven Baldwin (CRD# 7775027) is an Investment Advisor Representative working at The Road Ahead Wealth Management LLC in Woodinville, WA and has 1 year of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Road Ahead Wealth Management LLC | Woodinville, WA | Aug 2023 - Current | < 1 |
| Retired | Woodinville, WA | Sep 2022 - Jun 2023 | < 1 |
| Honeywell International, Inc. | Redmond, WA | Oct 2004 - Sep 2022 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
WA
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