Elliot Ries (CRD# 7084825) is an Investment Advisor Representative working at Capital Advisors Wealth Management in Yakima, WA and has 2 year of experience in the finance industry.
CRD# 6464303
Valic Financial Advisors, Inc.
CRD# 3133629
Valic Financial Advisors, Inc.
CRD# 2378534
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Advisors Wealth Management, LLC | Yakima, WA | Jun 2021 - Current | 2 |
| Washington State University | Pullman, WA | Jul 2017 - Jun 2021 | 3 |
| The Boeing Company | Seattle, WA | Jun 2020 - Aug 2020 | < 1 |
| John Hancock Life Insurance Company | Boston, MA | Jun 2019 - Aug 2019 | < 1 |
| Northwestern Mutual | Spokane, WA | Jan 2019 - Aug 2019 | < 1 |
| Spitzlift Manufacturing | San Diego, CA | Jun 2018 - Aug 2018 | < 1 |
| West Valley High School | Yakima, WA | Sep 2014 - Jun 2017 | 2 |
| West Valley Junior High School | Yakima, WA | Jun 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- WA
-
Total Assets Under Management742MILLIONS
-
Total Number of Accounts901ACCOUNTS
-
Average Account Value$823,740
- 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
- Other
AZ, CA, ID, LA, OR, TX, WA
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