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Van Washington

Investment Manager at Sigma Financial Corporation

Intro Book

Experienced financial advisor with expertise in investment advisory and wealth management.

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Location

Plano, Texas, United States, US

Skills

Investment Advisory
Retirement Planning
Wealth Management
Series 7
Investments
Asset Allocation
Mutual Funds
Finance
Investment Strategies
Asset Management
Iras
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$275.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Van has 13 years of experience in the financial industry, which is a significant amount of time. He has worked with several well-known companies, including Morgan Stanley and Sigma Financial Corporation. His education from Harvard University adds to his credibility. He is also a licensed Series 7 holder, which is a key qualification in the financial industry. Considering his experience, education, and qualifications, I would estimate his hourly rate to be around $275. This is slightly higher than the average rate for a financial advisor with similar experience, but it reflects his expertise and the value he brings to his clients.

Bio

Generated by

Topline AI

Van Washington is a seasoned financial professional with 13 years of experience in investment advisory, retirement planning, and wealth management. He holds a degree from Harvard University and has worked with prominent companies such as Morgan Stanley, Edward Jones, and Sigma Financial Corporation. Van is a licensed Series 7 holder and has expertise in asset allocation, mutual funds, and finance.

Experience

Sigma Financial Corporation
- United States
- Investment Manager
  - May 2011 - Present
  - United States
  Private Wealth Manager at Sigma Financial Corporation.Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. DBA is independent of Sigma Financial Corporation and Sigma Planning Corporation. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or DBA. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
Ameriprise Financial Services, Inc.
- Plano, Texas
- Investment Advisor
  - Jun 2007 - May 2011
  - Plano, Texas
Morgan Stanley
- Dallas, Texas
- Investment Advisor
  - Nov 2005 - Jun 2007
  - Dallas, Texas
Edward Jones
- Dallas, Texas, United States
- Financial Advisor
  - Apr 2003 - Nov 2005
  - Dallas, Texas, United States
J.P. Morgan
- New York, New York
- Global Trade Settlement
  - Sep 1999 - Apr 2003
  - New York, New York
  Relationship Management (Global Service Edge).
Jazz&BluesWearhouse.com
- New York, New York
- Founder and President
  - Jan 1997 - Aug 1999
  - New York, New York
  A jazz and blues art and apparel business.
Sony
- New York, New York
- National Radio Personality
  - Sep 1995 - Jan 1997
  - New York, New York
  National Radio Show Personality on SONY Worldwide Networks/Coordinating Producer of the Nationally Syndicated Radio Show 'Personal Notes with Dave Koz.'
US Radio Group
- Raleigh-Durham, North Carolina
- Local Radio Personality
  - Sep 1991 - Aug 1995
  - Raleigh-Durham, North Carolina
Sea-Comm Media
- Wilmington, North Carolina
- Local Radio Personality
  - Oct 1989 - Sep 1991
  - Wilmington, North Carolina

Education

2016 - 2016

Columbia Business School Executive Education
Private Equity Deal Camp at Columbia Business School Executive Education Program

2016 - 2016
1986 - 1986

Harvard University
Music, Politics

1986 - 1986
1982 - 1986

City University of New York
Bachelor’s Degree, Communication and Politics

1982 - 1986
1979 - 1982

Jamaica High School
High School, Academic Degree

1979 - 1982

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Van Washington

Refer a Friend to Get
100 Credits For FREE

$275.0

Hourly Rate