Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Hunter Leone is an investment advisor representative associated with Freestone Capital Management, LLC. Bryce has been in the industry since 2021 and is registered with the state of Washington. Bryce specializes in financial planning, educational seminars, selection of other advisors, portfolio management for individuals and portfolio management for pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
01/09/2023 - Present
Freestone Capital Management, LLC (SEATTLE WA)
IA
Issued 01/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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