Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$260K average
Assets Under Management
$13.2M

Fee Structure

There is no fee information provided in this document.

Areas of Practice
Insurance Planning
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Advisor Information

Office location

6023 Roosevelt Way Ne, Seattle, WA, 98115

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Regulatory History (1)
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Regulatory
May 2002
Final
Employment History
Current Registrations
R & R Retirement Services, INC
December 2007 - Present · 18 yrs 1 mo
Previous Registrations
Jay D. Kaiser, Senior Advisor, INC.
May 2002 - April 2003 · 11 mos
MML Investors Services, INC. Broker
October 1994 - March 1995 · 5 mos
Cigna Financial Advisors,inc.Broker
November 1993 - June 1994 · 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.