Pacific Crest Financial Advisors, LLC
Pacific Crest Financial Advisors, LLC (CRD# 155774) is a financial advisory firm headquartered in Everett, WA. They manage $51,148,639 in 114 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Pacific Crest Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management51MILLION
-
Total Number of Accounts114ACCOUNTS
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Average Account Value$448,672
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Pacific Crest Financial Advisors, LLC
1
Darron Kuehn (CRD# 5057826) is an Investment Advisor Representative working at Pacific Crest Financial Advisors, LLC in Everett, WA and has over 16 years of experience in the finance industry.
2
Alexander Williamson (CRD# 2082975) is an Investment Advisor Representative working at Pacific Crest Financial Advisors, LLC in Everett, WA and has over 33 years of experience in the finance industry.
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