Raphael Luis
De Ocampo
Avier Wealth Advisors
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About this Advisor
Raphael Luis De Ocampo is a financial advisor based in Bellevue, Washington, working with Avier Wealth Advisors. Raphael has previously held positions at Pierce College, Fred Meyer, Enterprise Rent A Car, Stabbert Maritime, Extended Travel, Avier Wealth Advisors, and Western Washington University. Raphael has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Raphael is part of Avier Wealth Advisors, which operates out of Bellevue, Washington. The firm has 10 offices and 18 employees. The firm manages assets totaling $786.0 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 educational seminars. The fee structure at Avier Wealth Advisors includes asset-based fees.
Certifications and Registrations
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Avier Wealth Advisors Brokerage Details
$785,980,266
18
2,225
$353,250
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Raphael Luis De Ocampo Work History
Avier Wealth Advisors
Extended Travel
Stabbert Maritime
Enterprise Rent A Car
Fred Meyer
Western Washington University
Pierce College
Student
Disclosures
Please visit the SEC profile of Raphael Luis De Ocampo 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 Avier Wealth Advisors
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Chandler, AZ
Bellevue, WA
Bellevue, WA
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