William G. Robbins

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

Seattle, WA 98101-4111

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CRD#: 7003247

Professional summary

William Galt Robbins is a registered financial advisor currently at PACIFIC HORIZON INVESTMENT MANAGEMENT LLC located in Seattle, Washington.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

My colleague, Patricia Elmer, is also a Certified Divorce Financial Analyst� (CDFA�), and the sole owner of Creative Divorce Solutions, LLC formed in November 2014 to help individuals undergoing a divorce with asset valuation, budgeting, analysis of historical spending, etc. Creative Divorce Solutions, LLC is a separate entity/business from Pacific Horizon Investment Management, LLC. I am not an employee of Creative Divorce Solutions, LLC, nor do I receive any compensation whatsoever from Creative Divorce Solutions, LLC. However, since its formation, I do assist on administrative and client service tasks when needed for which the time spent is variable, but typically no more than a few hours a week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Galt Robbins'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

September 5, 2018 - Present

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

Office #1: 500 Union Street Ste 835, Seattle, WA 98101-4111

RIA

CRD#: 119120

Seattle, 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
(9/5/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2018

Uniform Investment Adviser Law Examination

Current Firm

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

CRD#: 119120 / SEC#:

Washington

Registered Investment Advisory firm - (2/14/2001 Approved)

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Contact information

Main Address

500 Union Street Ste 835, Seattle, WA 98101-4111

Mailing Address

Phone number

(206) 682-1181

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 71,978,313

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William G. Robbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Galt Robbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2018

Current Firm

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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