Benjamin Englund (CRD# 7564425) is an Investment Advisor Representative working at Ceva Advisors in Woodinville, WA and has 1 year of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 6886032
Capital Partners Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Ceva Capital LLC | Redmond, WA | Dec 2022 - Current | 1 |
Aberdeen Capital LLC | Redmond, WA | Apr 2022 - Current | 2 |
Nwam, Llc Dba Northwest Asset Management | Mercer Island, WA | May 2022 - Oct 2023 | 1 |
Ceva Advisors LLC | Redmond, WA | May 2022 - Dec 2022 | < 1 |
Slc Management | Redmond, WA | Sep 2006 - Mar 2022 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2022 |
- OH
- WA
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$1,166,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, WA
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