Nancy Almond is a registered investment advisor, based in Spokane Valley, WA, with 34 years of industry experience.
Location
14610 E Sprague, Spokane Valley, WA, 99216
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Regulatory History (2)
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Customer Dispute
April 2006Denied
Customer Dispute
July 2002Denied
Other Business Activities
Nancy owns a rental home and performs bookkeeping and tax preparation for Piano for Life, Inc, a business owned by her spouse. She is also a director of the board for Kootenai Health Foundation, a finance committee member, and co-chair of Safe Passage-Domestic Violence and Prevention Services, with finance committee responsibilities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Services LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
February 2021 - September 2022 · 1 yr 7 mos
Cuso Financial Services, L.P.
January 2021 - September 2022 · 1 yr 8 mos
DBA Hart Capital Management, INC.
November 2018 - January 2021 · 2 yrs 2 mos
Cetera Investment Services LLCBroker
August 2010 - March 2018 · 7 yrs 7 mos
Wedbush Securities INC.Broker
January 2009 - September 2010 · 1 yr 8 mos
First Wall Street CORP.Broker
June 2005 - December 2008 · 3 yrs 6 mos
Edward JonesBroker
January 1996 - June 2005 · 9 yrs 5 mos
Murphey Favre, INC.Broker
May 1991 - January 1996 · 4 yrs 8 mos
State Registrations2 states
IDWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.