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Bryan Cross Gould

Northwest Asset Management

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About Bryan Cross Gould

Bryan Cross Gould is a financial advisor with Northwest Asset Management, a registered investment advisor. Bryan has been in the industry since 2007 and has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Bryan provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Bryan has a Series 7 license and a Series 66 license. Bryan also holds an insurance license in California and is an active member of the community. In addition to his work as a financial advisor, Bryan is also actively involved in the community.

Firm Information

Bryan Gould is currently registered with Northwest Asset Management. Northwest Asset Management is a registered investment advisor based in Mercer Island, WA with $3,271,377,063 in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also provide tax preparation services and have a wrap fee program. Northwest Asset Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and other clients.
Northwest Asset Management

2835 82ND AVENUE SE

MERCER ISLAND, WA 98040

$3.27B

Assets Under Management

17

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Gould’s Registration & Firm History

CA

09/05/2019 - Present

Northwest Asset Management (Irvine CA)

CA

10/30/2015 - 09/04/2019

WELLS FARGO CLEARING SERVICES, LLC (NEWPORT BEACH CA)

CA

07/31/2009 - 11/05/2015

MORGAN STANLEY (CARLSBAD CA)

CA

05/07/2007 - 08/18/2009

UBS FINANCIAL SERVICES INC. (LA JOLLA CA)

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Licenses & Designations

BOTH

Issued 05/18/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Cross Gould.
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