Pacific Crest Financial Advisors, LLC

Pacific Crest Financial Advisors, LLC (CRD# 155774) is a financial advisory firm headquartered in Everett, WA. They manage $30,340,066 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $798,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Pacific Crest Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alexander F. Williamson
CRD#: 2082975
3002 Colby Ave, Suite 305, Everett, WA 98201
96
Wealthminder
score

Alexander Williamson (CRD# 2082975) is an Investment Advisor Representative working at Pacific Crest Financial Advisors, LLC in Everett, WA and has over 26 years of experience in the finance industry. Alexander Williamson 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
Darron L. Kuehn
CRD#: 5057826
3002 Colby Ave, Suite 305, Everett, WA 98201
93
Wealthminder
score

Darron Kuehn (CRD# 5057826) is an Investment Advisor Representative working at Pacific Crest Financial Advisors, LLC in Everett, WA and has over 8 years of experience in the finance industry.

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