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).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $789,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Bbjs Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William F. Serres
CRD#: 4487287
1501 Fourth Ave. Suite 2880, Seattle, WA 98101
90
Wealthminder
score

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.

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