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Cyril Bahadoor

Advisor at Equitable Advisors

Updated today

Location

Moses Lake, WA

Credentials

Series 66

Industry experience

1 year

About

Cyril Bahadoor is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a varied background including roles at Northwest Woodworks Inc. and Central Washington University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

Moses Lake, WA

Most active in

Washington

Work history

Equitable Advisors

2024 - Present (2 years)

Unemployed

2023 - 2024 (1 year)

Northwest Woodworks Inc.

2022 - 2023 (1 year)

Unemployed

2020 - 2022 (2 years)

Motel 6

2019 - 2020 (1 year)

CWU College of Business

2018 - 2020 (2 years)

Legends Hospitality

2018 - 2020 (2 years)

CWU Recreation Center

2018 - 2019 (1 year)

Central Washington University

2017 - 2020 (3 years)

LA Fitness

2017 - 2018 (1 year)

Claim Jumper

2016 - 2017 (1 year)

Macys

2015 - 2016 (1 year)

Shoreline Community College

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tyler C

Series 66

Moses Lake, WA

Edward Jones

Tyler Crump is a Series 66-registered financial advisor with Edward Jones, based in Moses Lake, WA, and has three years of industry experience. Prior to joining Edward Jones, he worked at Aptive Environmental and GreenLeaf Pest Control, and has experience in education and community service roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Gina J

Series 66

Moses Lake, WA

Edward Jones

Gina Johnson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she spent 17 years with MLSD 161. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel R

Series 66

Moses Lake, WA

LPL Financial

Samuel Rathbone is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 designation and four years of industry experience. He has been affiliated with LPL Financial, Integrity Wealth Advisors, and Financial Advocates Investment Management since 2021. Prior to this, he operated Rathbone Sales from 2009 to 2021. Rathbone also provides administrative support to Financial Advocates Investment Management, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of investment delivery options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael H

Series 66

Moses Lake, WA

LPL Financial

Michael Homer is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 designation and over 23 years of industry experience. He has worked at Financial Advocates Investment Management since 2017 and has prior experience with Waddell & Reed, INC. and various insurance carriers. Homer serves on the board of the Moses Lake Community Health Center. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Tiffany V

Series 63, Series 66

Moses Lake, WA

Edward Jones

Tiffany Vehrs is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Edward Jones during two periods, most recently since 2022. Outside of her advisory role, she has served as president of the Columbia Basin Girls Softball Association and has been involved in her family's construction company managing payroll and marketing activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a variety of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jessica W

Series 66

Moses Lake, WA

Edward Jones

Jessica Worley is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Prior to her advisory role, she has experience with the Moses Lake School District and Basin Feed & Supply. Outside of finance, she is involved with the FAA Coffee House. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

General retirement planning Doctor or Medical Professional Educators, Teachers, and Academics
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