Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Herbert Schumaker is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gavin has been in the industry since 2019. Gavin has registrations in various states, including Texas, Washington, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Kentucky, Maryland, Michigan, Montana, Nevada, New Hampshire, Oregon, Utah, and Wisconsin. Gavin has earned Series 7TO, Series 63, and Series 65 licenses. In addition to his role with Wells Fargo Advisors Financial Network, LLC, Gavin is also involved with Schumaker-Bertsch, LLC and Rainier Pacific Investment Services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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WA
11/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (MERCER ISLAND WA)
WA
10/01/2020 - 11/16/2023
LPL FINANCIAL LLC (ISSAQUAH WA)
WA
02/05/2019 - 11/06/2020
EK RILEY INVESTMENTS, LLC (Seattle WA)
IA
Issued 08/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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