Advisor at Sila FInancial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sila FInancial, LLC
Location
Snohomish, WA
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
22 years
Based on Sila FInancial, LLC
Based on Sila FInancial, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Commissions earned by affiliated persons for sale of insurance products and through broker-dealer relationships; separate from advisory fees
Account minimum: $100,000 Fee-only: Fee-based investment advisory services
Snohomish, WA
Texas · Washington
Purshe Kaplan Sterling Investments
2020 - Present (6 years)
Sila FInancial, LLC
2020 - Present (6 years)
KMS Financial Services, Inc
2007 - 2020 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Everett, WA
Elderrock Financial LLC
Series 65
Mountlake Terrace, WA
Blue Ridge Investments LLC
Series 66
Everett, WA
Focus Advisory, LLC
Series 63, Series 65
Marysville, WA
Anchor Capital Management LLC
Series 63, Series 65
Mountlake Terrace, WA
Nabata Investment Group, LLC
Series 63, Series 65
Woodinville, WA
Folgmann Financial Group LLC
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