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Irene June Dabanian

Irene J. Dabanian

IJD EVERGREEN FINANCIAL SERVICES LLC
Shoreline, WA
Some features on this profile are disabled
CRD#: 4820904
Irene June Dabanian

Professional summary

Irene June Dabanian is a registered financial advisor currently at IJD EVERGREEN FINANCIAL SERVICES LLC located in Shoreline, Washington.

Irene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Irene has worked at 1 firm and has passed the Series 65 exam.

Biography

We focus on your goals, priorities and values: creating a sustainable retirement plansaving for an adventure To do this we look at: cash flowinvestmentstaxesretirement savingsinsurance needs You must implement and monitor the plan.   Irene and her family (two grown sons and a daughter) have lived in the north Seattle area since 1989. She enjoys scuba diving with her husband at the Edmonds Underwater Park. She blows glass at Pratt Fine Arts Center. Irene loves downhill skiing. Has recently taken up swimming as an alternative to running (30 years of that, also).     Visit the website at: www.ijdevergreen.com
top-8-questions

Question & Answer

What are your service offerings?
Have been investing for 30 yea...
Most clients wish to learn how...
Given their specific goals, th...
Financial planning is a proces...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Hourly
Middle Income Client Needs
Retirement Plan Investment Adv...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Irene June Dabanian's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 17, 2007 - Present

IJD EVERGREEN FINANCIAL SERVICES LLC

RIA
CRD#: 130456
Shoreline, WA
Past

September 13, 2004 - December 31, 2005

IJD EVERGREEN FINANCIAL SERVICES LLC

RIA
CRD#: 130456
SHORELINE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(10/17/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/8/2004
Uniform Investment Adviser Law Examination

Current Firm

IE
IJD EVERGREEN FINANCIAL SERVICES LLC
IJD EVERGREEN FINANCIAL SERVICES LLC

CRD#: 130456 / SEC#:

Montana
Registered Investment Advisory firm - (1/25/2024 Approved)
Washington
Registered Investment Advisory firm - (9/13/2004 Approved)
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Contact information

Main Address
Shoreline, WA
Mailing Address
Phone number
(206) 947-3984
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

IJD EVERGREEN FINANCIAL SERVICES LLC

CRD#: 130456Shoreline, WA

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