Westface Financial Advisory

Westface Financial Advisory (CRD# 168959) is a financial advisory firm headquartered in Vancouver, WA. They manage $1,012,340 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $63,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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 Westface Financial Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Mark P. Guthrie
CRD#: 1795970
1498 Se Tech Center Pl, Suite 385, Vancouver, WA 98683
93
Wealthminder
score

Mark Guthrie (CRD# 1795970) is an Investment Advisor Representative working at Westface Financial Advisory in Vancouver, WA and has over 9 years of experience in the finance industry.

2
Beatrice K. Schultz
CRD#: 5607426
1498 Se Tech Center Pl, Suite 385, Vancouver, WA 98683
90
Wealthminder
score

Beatrice Schultz (CRD# 5607426) is an Investment Advisor Representative working at Westface Financial Advisory in Vancouver, WA and has 1 year of experience in the finance industry. Beatrice Schultz 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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