John
Briggs
Olde Wealth Management, LLC
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About this Advisor
John Briggs is a financial advisor based in Bellevue, Washington, working with Olde Wealth Management, LLC. John has previously held positions at Conservative Tax Inc Dba Incite Tax, Soulternal Wealth Inc, 1St Global Capital Corp, 1St Global Advisors Inc, Plethorage LLC, Edmond Pllc, 9436 Holdings LLC, Cetera Advisor Networks, Cetera Advisors Networks LLC, Move Method LLC, 9557 S 700 E 20 LLC, and Financial Networks Wealth Management. John has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, John is part of Olde Wealth Management, LLC, which operates out of Bellevue, Washington. The firm has 1 office and 4 employees. The firm manages assets totaling $284.2 million and serves a variety of clients, including charitable organizations and 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 Olde Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Olde Wealth Management, LLC Brokerage Details
$284,234,613
4
709
$400,895
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Briggs Work History
Financial Networks Wealth Management
9557 S 700 E 20 LLC
9436 Holdings LLC
Edmond Pllc
Move Method LLC
Plethorage LLC
Conservative Tax Inc Dba Incite Tax
Cetera Advisor Networks
1St Global Capital Corp
Cetera Advisor Networks
Cetera Advisors Networks LLC
1St Global Advisors Inc
Soulternal Wealth Inc
Disclosures
Please visit the SEC profile of John Briggs 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 Olde Wealth Management, LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
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