Loreen
Washburn
Rockefeller Financial LLC
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About this Advisor
Loreen Washburn is a financial advisor working in Los Angeles, California with a total of 4 years of relevant experience. Washburn is an employee of Rockefeller Financial LLC. Washburn has gained experience at Wells Fargo Advisors, Wells Fargo Clearing Services, LLC, Rockefeller Financial LLC and Rock & Co LLC. Washburn maintains a Series 63 license, certifying them as a securities agent, and is registered to serve investors in California and Texas. Rockefeller Financial LLC is an advisory business operating out of New York, NY. The company has offices in 39 locations and a total of 531 financial advisors. It administers $35 billion in assets across its 46,727 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 215 charities and foundations. Of its 46,727 customer accounts, 29% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on which service is provided. However, fee types charged by Rockefeller Financial LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockefeller Financial LLC Brokerage Details
$34,707,894,464
531
46,727
$742,780
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Loreen Washburn Work History
Loreen has been registered as a financial advisor for 4 years.*
Rockefeller Financial LLC
Rock & Co LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Loreen Washburn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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