Linde
Carroll
Momentous Wealth Management, Inc
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About this Advisor
Linde Carroll is a financial advisor based in Vancouver, Washington, working with Momentous Wealth Management, Inc. Linde has previously held positions at Momentous Wealth Management, Purshe Kaplan Sterling Investments, Sustainable Wealth Management, Inc, Twp Investments, and Kms Financial Services, Inc. Linde has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Linde is part of Momentous Wealth Management, Inc, which operates out of Vancouver, Washington. The firm has 5 employees and manages assets totaling $313.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Momentous Wealth Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Momentous Wealth Management, Inc Brokerage Details
$313,583,143
5
1,049
$298,935
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Linde Carroll Work History
Momentous Wealth Management
Purshe Kaplan Sterling Investments
Sustainable Wealth Management, Inc
Kms Financial Services, Inc
Twp Investments
Disclosures
Please visit the SEC profile of Linde Carroll 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 Momentous Wealth Management, Inc
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
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