John
Sloan Iii
Bellingham Capital
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About this Advisor
John Sloan III is a financial advisor based in Bellingham, Washington, working with Bellingham Capital. John has previously held positions at Grabow Therapy & Wellness Center, Kinetic Edge, Performance Physical Therapy, Whatcom Community College, Fairhaven Runners & Walkers, Avellino Coffehouse, and Bellingham Capital Management, Inc. John has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, John is part of Bellingham Capital, which operates out of Bellingham, Washington. The firm has 2 offices and 4 employees. The firm manages assets totaling $126.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Bellingham Capital includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bellingham Capital Brokerage Details
$125,960,967
4
596
$211,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
John Sloan Iii Work History
Bellingham Capital Management, Inc
Grabow Therapy & Wellness Center
Kinetic Edge
Performance Physical Therapy
Whatcom Community College
Fairhaven Runners & Walkers
Avellino Coffehouse
Disclosures
Please visit the SEC profile of John Sloan Iii 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 Bellingham Capital
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
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