Duncan
Varela

Sharebuilder 401K

CRD#7448779
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Duncan Varela is a financial advisor based in Seattle, Washington, working with Sharebuilder 401K. Duncan has previously held positions at Seidman Capital Group, University Of Puget Sound, The Ram, Amazon, Tutta Bella, Regal Cinemas, Interlake High School, Chapin Painting, New York Life Insurance Co, Nylife Securities LLC, Eagle Strategies LLC, and Sharebuilder Advisor. Duncan has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Duncan is part of Sharebuilder 401K, which operates out of Seattle, Washington. The firm has 36 employees and offers services including pension consulting services and educational seminars. The fee structure at Sharebuilder 401K includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Second Ave Suite 1400
Seattle, WA 98104

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Sharebuilder 401K Brokerage Details

Total Number of Employees

36

WA Average: 46

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Duncan Varela Work History

2022 - Present (3 years)

Eagle Strategies LLC

2022 - Present (3 years)

Sharebuilder Advisor

2021 - Present (4 years)

Seidman Capital Group

2021 - Present (4 years)

New York Life Insurance Co

2021 - Present (4 years)

Nylife Securities LLC

2021 - 2021 (< 1 year)

Chapin Painting

2020 - 2020 (< 1 year)

The Ram

2020 - 2020 (< 1 year)

Amazon

2019 - 2019 (< 1 year)

Tutta Bella

2018 - 2021 (3 years)

University Of Puget Sound

2017 - 2019 (2 years)

Regal Cinemas

2017 - 2021 (4 years)

University Of Puget Sound

2013 - 2017 (4 years)

Interlake High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Duncan Varela 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 Sharebuilder 401K

Cynthia Ghaffari
Seattle, WA
Jacob Keil
Seattle, WA
Kendrick Kronthal
Seattle, WA
Steven Oneal
Woodlands, TX
Duncan Varela
Seattle, WA
Christopher Wilkinson
Richmond, VA
Vince Hacut
Seattle, WA
Sara Andres
Spearfish, SD

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started