Beatrice K. Schultz
Professional summary
Beatrice Karen Schultz, CFP®, who also goes by Beatrice Schultz, is a registered financial advisor currently at WESTFACE FINANCIAL ADVISORY located in Camas, Washington.
Beatrice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Beatrice has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Beatrice Karen Schultz's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2014 - Present
WESTFACE FINANCIAL ADVISORY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2014)
(2/28/2017)
(4/4/2016)
Exams
Current Firm
WESTFACE FINANCIAL ADVISORY
CRD#: 168959 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 163 |
| AUM (Assets Under Management) | $ 32,469,142 |
Red Flags
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