Rebecca
Miles
Laird Norton Wealth Management
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About this Advisor
Rebecca Miles is a certified financial planner based in Seattle, Washington, who has 1 year of relevant experience. Miles is an employee of Laird Norton Wealth Management. Over the course of their career, they have held roles at Northwestern Mutual Investment Services, LLC, Snw Asset Management, LLC, Johnson Barrow, Highland Private Wealth Management and Laird Norton Wealth Management. Miles has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Laird Norton Wealth Management is a registered investment business operating out of Seattle, WA. The company has offices in three locations and a total of 97 advisors. It handles $4 billion in total assets across its 2,706 accounts, making it one of the largest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 2,706 customer accounts, 77% are held by high-net-worth investors who have greater than $1 million in assets. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Fees for financial advisory services largely are based on the financial services provided. However, fees billed by Laird Norton Wealth Management likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laird Norton Wealth Management Brokerage Details
$4,060,993,183
97
2,706
$1,500,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Rebecca Miles Work History
Rebecca has been registered as a financial advisor for 1 years.*
Laird Norton Wealth Management
Highland Private Wealth Management
Snw Asset Management, LLC
Johnson Barrow
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rebecca Miles 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 Laird Norton Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
Exton, PA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.