Inactive

Lars Lee Phillips

Avier Wealth Advisors

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Current Employers

Avier Wealth Advisors

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2012-04-16

WA RA
APPROVED

Since 2012-04-16

Branch Locations

10655 Ne 4Th Street, Suite 508, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Retirement Asset Management	Bellevue	WA	04/2012	02/2017
Avier Wealth Advisors (Formerly Retirement Asset Management)	Bellevue	WA	02/2017	Present

04/2012 → 02/2017

Retirement Asset Management

Bellevue, WA
02/2017 → Present

Avier Wealth Advisors (Formerly Retirement Asset Management)

Bellevue, WA

Previous Registrations

2012-01-10 → 2012-06-28

Retirement Asset Management, Llc

Bellevue, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-11-22

S65 Uniform Investment Adviser Law Examination

2011-11-22

Designations

View on SEC IAPD

Other Firms

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THREADLINE WEALTH

STEWARD CAPITAL LLC.

GALLAGHER FIDUCIARY ADVISORS, LLC

LPL FINANCIAL LLC

FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON

TERESA LYNN LAMAR

JOSEPH NORMAN LEVESQUE

Brandon Charles Zilles

Jacob M Demharter

KELSEN WILLIAM EDWINS

Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA

THREADLINE WEALTH · BELLEVUE, WA

SCS · BELLEVUE, WA

STEWARD CAPITAL LLC. · BELLEVUE, WA

GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA

LPL FINANCIAL LLC · BELLEVUE, WA

LIDO · BELLEVUE, WA

FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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