Duncan
Varela

Sharebuilder 401K

CRD#7448779
Investment Advisor
in Seattle, WA

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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

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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 (2 years)

Eagle Strategies LLC

2022 - Present (2 years)

Sharebuilder Advisor

2021 - Present (3 years)

Seidman Capital Group

2021 - Present (3 years)

New York Life Insurance Co

2021 - Present (3 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

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

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

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