CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gould Capital, LLC | Tacoma, WA | Apr 2019 - Current | 5 |
| Wells Fargo Advisors Financial Network LLC | Tacoma, WA | Apr 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1980 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management149MILLIONS
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Total Number of Accounts367ACCOUNTS
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Average Account Value$407,006
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, NE, OR, WA
Investment products and brokerage and advisory services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.
Gould Capital, LLC is a separate entity from WFAFN.
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