Carla
Avendano

Lnw

CRD#7035684
Investment Advisor
in Seattle, WA

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About this Advisor

Carla Avendano is a financial advisor based in Seattle, Washington, working with Lnw. Carla has previously held positions at Ubs Financial Services Inc, State's Attorney's Office, Montgomery County Government, Empirical Wealth Management, and Lnw Wealth Management, LLC. Carla has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Carla is part of Lnw, which operates out of Seattle, Washington. The firm has 4 offices and 96 employees. The firm manages assets totaling $4.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Lnw includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Second Avenue, Suite 1600
Seattle, WA 98104-1564

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Lnw Brokerage Details

Total Assets Under Management

$4,633,920,693

WA Average: $3,566,627,242
Total Number of Employees

96

WA Average: 46
Total Number of Accounts

2,613

WA Average: 1,499
Average Account Size

$1,773,410

WA Average: $2,379,338

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

Carla Avendano Work History

2023 - Present (1 year)

Lnw Wealth Management, LLC

2023 - 2023 (< 1 year)

Empirical Wealth Management

2018 - 2023 (5 years)

Ubs Financial Services Inc

2011 - 2018 (7 years)

State'S Attorney'S Office, Montgomery County Government

Disclosures

Please visit the SEC profile of Carla Avendano 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 Lnw

Cassandra Scroggs
Seattle, WA
Nathaniel Barnard
Seattle, WA
Leslie Harrison
Seattle, WA
Sean Hummel
Seattle, WA
David Baker
Seattle, WA
Angie Myers
Seattle, WA
Jeffrey Sain
Seattle, WA
Monica Padineant
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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