Issaquah, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,716 advisors across 10,432 offices
Location
Issaquah WA
Advisors at this office
2
Advisors at this office
Robert W
Series 63, Series 65
Issaquah, WA
LPL Financial
Robert Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services. He is also associated with Wright Capital Management LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research from multiple sources.
Curt P
Series 63, Series 66
Issaquah, WA
LPL Financial
Curt Pederson is a financial advisor with LPL Financial in Issaquah, WA, holding Series 63 and Series 66 credentials and 33 years of industry experience. His prior experience includes six years at Ameriprise and 26 years with MML Investors Services, Inc. He is associated with Sound Wealth, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research to support diverse investment strategies.
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