Myicon

Myicon (CRD# 136554) is a financial advisory firm headquartered in Bellevue, WA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.

WA

Financial Advisors at Myicon
Showing 1 - 5 of 5 top financial advisors.
1
Margaret A. Huff
CRD#: 4520285
1412 112th Avenue Ne, #102, Bellevue, WA 98004
96
Wealthminder
score

Margaret Huff (CRD# 4520285) is an Investment Advisor Representative working at Myicon in Bellevue, WA and has over 12 years of experience in the finance industry. Margaret Huff 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.

2
David M. Moretsky
CRD#: 4267143
1412 112th Avenue Ne, #102, Bellevue, WA 98004
96
Wealthminder
score

David Moretsky (CRD# 4267143) is an Investment Advisor Representative working at Myicon in Bellevue, WA and has over 17 years of experience in the finance industry. David Moretsky 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.

3
Matthew D. McKellar
CRD#: 3143867
1412 112th Avenue Ne, #102, Bellevue, WA 98004
93
Wealthminder
score

Matthew McKellar (CRD# 3143867) is an Investment Advisor Representative working at Myicon in Bellevue, WA and has over 19 years of experience in the finance industry.

4
John P. Carney
CRD#: 3035326
1412 112th Avenue Ne, #102, Bellevue, WA 98004
83
Wealthminder
score

John Carney (CRD# 3035326) is an Investment Advisor Representative working at Myicon in Bellevue, WA and has over 19 years of experience in the finance industry.

5
Robert J. Reamer
CRD#: 5200308
10655 Ne 4th St, Ste 704, Bellevue, WA 98004
81
Wealthminder
score

Robert Reamer (CRD# 5200308) is an Investment Advisor Representative working at Myicon in Bellevue, WA and has over 9 years of experience in the finance industry.

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