Briana Bromet (CRD# 7477389) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has 1 year of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Skyline Advisors, Inc. | Bellingham, WA | Nov 2023 - Current | < 1 |
Skyline Advisors, Inc. | Bellingham, WA | Nov 2021 - Nov 2023 | 2 |
Peacehealth Orthopedics | Bellingham, WA | Aug 2020 - Sep 2021 | 1 |
Unemployed (covid) | N/a, WA | Apr 2020 - Aug 2020 | < 1 |
Birch & Barley | Pullman, WA | Aug 2018 - Mar 2020 | 1 |
Daily Grind | Pullman, WA | Aug 2016 - Jun 2018 | 1 |
Summer Run Farm & Education @ Wsu | Carnation, WA | Aug 2015 - Aug 2016 | 1 |
Hillside Academy | Duvall, WA | Jun 2014 - Aug 2015 | 1 |
High School | Education, WA | Nov 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- WA
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts1,133ACCOUNTS
-
Average Account Value$254,527
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.