Pacific Crest Financial Advisors, LLC
Pacific Crest Financial Advisors, LLC (CRD# 155774) is a financial advisory firm headquartered in Everett, WA. They manage $40,080,423 in 43 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts43ACCOUNTS
Average Account Value$932,103
- 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
Alexander Williamson (CRD# 2082975) is an Investment Advisor Representative working at Pacific Crest Financial Advisors, LLC in Everett, WA and has over 27 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.
Darron Kuehn (CRD# 5057826) is an Investment Advisor Representative working at Pacific Crest Financial Advisors, LLC in Everett, WA and has over 10 years of experience in the finance industry.