Kevin Burnett (CRD# 6025928) is an Investment Advisor Representative working at Northwest Investment Advisors, Inc. in Spokane, WA and has over 11 years of experience in the finance industry.
CRD# 6260811
Charles Schwab & Company, Inc.
CRD# 6128753
Northwest Planning Advisors LLC
CRD# 1705726
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Northwest Investment Advisors, Inc. | Spokane, WA | Oct 2017 - Current | 6 |
Northwest Investment Advisors, Inc. | Spokane, WA | Sep 2017 - Current | 6 |
Self Employed - Landscaping | Great Falls, MT | Oct 2015 - Current | 8 |
Wells Fargo Advisors, LLC | Great Falls, MT | Apr 2015 - Oct 2015 | < 1 |
Wells Fargo Bank, Na | Great Falls, MT | Jan 2014 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- CA
- MT
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$236,559
- 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
- Selection of other advisers (including private fund managers)
CA, GA, MT, WA
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