Unclaimed Profile

Peter Wesson Cline

AUXANO ADVISORS, LLC·BELLEVUE, Washington

Series 7, Series 24, Series 51, Series 63, Series 65Clean record30 years registeredAUXANO ADVISORS, LLC

10900 NE 4TH STREET, BELLEVUE, WA 98004CRD# 1690570Firm CRD# 145179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Wesson Cline · BELLEVUE, WA

Registration

CRD #1690570 · AUXANO ADVISORS, LLC · 30 years registered

Brand Profile

Not yet started

Career History

AUXANO ADVISORS

Jan 2008 – present

RAYMOND JAMES FINANCIAL SERVICES

Aug 1995 – Dec 2007

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · August 30, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AUXANO ADVISORS, LLC

CRD 145179 · SEC 801-68424

AUM

$1.3B

Regulatory assets under management

Employees

1,887 client accounts

Services offered by AUXANO ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AUXANO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Wesson Cline offer?

Peter Wesson Cline specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BELLEVUE, Washington for a consultation.

What are Peter Wesson Cline's credentials?

Peter Wesson Cline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Wesson Cline located?

Peter Wesson Cline is based in BELLEVUE, Washington, working with AUXANO ADVISORS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Peter Wesson Cline charge for services?

Peter Wesson Cline's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUXANO ADVISORS, LLC?

AUXANO ADVISORS, LLC has approximately 13 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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