Hugh Severs (CRD# 5939138) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spokane, WA and has over 12 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 6408097
Interfund Management Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spokane, WA | Oct 2022 - Current | 1 |
Bank Of America, N.a. | Spokane, WA | Oct 2022 - Current | 1 |
Mark W Lupton | Spokane Valley, WA | Aug 2019 - Oct 2022 | 3 |
Mario Martinez | Spokane Valley, WA | Aug 2019 - Oct 2022 | 3 |
Douglas Lupton | Spokane Valley, WA | Aug 2019 - Oct 2022 | 3 |
L2 Wealth Management | Spokane Valley, WA | Aug 2019 - Oct 2022 | 3 |
Liberty Lake City Council | Liberty Lake, WA | Jan 2014 - Dec 2021 | 7 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2016 - Aug 2019 | 3 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2016 - Aug 2019 | 3 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2011 - Jun 2018 | 7 |
Northwestern Mutual -inland Northwest | Coeur D'alene, ID | Feb 2015 - Sep 2017 | 2 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Aug 2016 | < 1 |
Jeff Severs | Coeur D Alene, ID | Feb 2015 - Aug 2016 | 1 |
Northwestern Mutual Investment Services, LLC | Coeur D Alene, ID | Mar 2015 - Mar 2016 | 1 |
Northwestern Mutual Investment Services, LLC | Coeur D Alene, ID | Jul 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2012 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- WA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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