Bbjs Financial Advisors, LLC
Bbjs Financial Advisors, LLC (CRD# 115969) is a financial advisory firm headquartered in Seattle, WA. They manage $36,314,000 in 46 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$789,435
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Serres (CRD# 4487287) is an Investment Advisor Representative working at Bbjs Financial Advisors, LLC in Seattle, WA and has 1 year of experience in the finance industry. William Serres has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.