AS
Aalok Shah
from Harbour Investment Management L.l.c.
Aalok Shah is a financial advisor based in Washington, Edmonds,
with 23 years of experience. Aalok currently works for
Harbour Investment Management L.l.c..
Aalok maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Aalok Shah works at Harbour Investment Management L.l.c.
Harbour Investment Management L.l.c. is a financial advisory firm based in Edmonds, Washington. It currently has approximately $415,531,728 of assets under management and employs about 4 people. Harbour Investment Management L.l.c. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
152 3rd Ave S, Suite 103b, Edmonds, Washington, 98020
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