Alice
Tweit
Northwest Wealth Advisors
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About this Advisor
Alice Tweit is a financial advisor based in Bellingham, Washington, working with Northwest Wealth Advisors. Alice has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Hunnicutts Inc, Western Washington University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, People'S Bank, Lpl, Northwestern Mututal, Lpl Financial - Peoples Investments, West Invest, and Northwest Wealth Advisors, LLC. Alice has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Alice is part of Northwest Wealth Advisors, which operates out of Bellingham, Washington. The firm has 5 employees and manages assets totaling $152.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Northwest Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northwest Wealth Advisors Brokerage Details
$152,263,001
5
954
$159,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alice Tweit Work History
West Invest
Northwest Wealth Advisors, LLC
Lpl
People'S Bank
Lpl Financial - Peoples Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mututal
Hunnicutts Inc
Western Washington University
Disclosures
Please visit the SEC profile of Alice Tweit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northwest Wealth Advisors
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
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