David Monsees

from Joslin Capital Advisors LLC
SEC regulated
Regulated Investment Advisor
David Monsees is a financial advisor based in Washington, Redmond, with 12 years of experience. David currently works for Joslin Capital Advisors LLC. David maintains a S66 license (Uniform Combined State 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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David Monsees works at Joslin Capital Advisors LLC
Joslin Capital Advisors LLC is a financial advisory firm based in Redmond, Washington. It currently has approximately $311,428,340 of assets under management and employs about 6 people. Joslin Capital Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
11431 Willows Road, Suite 120, Redmond, Washington, 98052

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