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Fsr Wealth Management, LLC CRD 171766
$39.2M regulatory AUM 110 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Bellingham, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsr Wealth Management, Llc | Bellingham | WA | 08/2014 | Present |
RICHARD JOINES IS LICENSED WITH THE WASHINGTON STATE OFFICE OF THE INSURANCE COMMISSIONER, TO SELL THE FOLLOWING LINES OF INSURANCE: LIFE, DISABILITY, & VARIABLE LINE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-15 |
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