David Ybarra

from Consilio Wealth Advisors, LLC
SEC regulated
Regulated Investment Advisor
David Ybarra is a financial advisor based in Washington, Bellevue, with 17 years of experience. David currently works for Consilio Wealth Advisors, LLC. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (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 Ybarra works at Consilio Wealth Advisors, LLC
Consilio Wealth Advisors, LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $265,348,988 of assets under management and employs about 8 people. Consilio Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
500 108th Avenue Ne, Suite 1100, Bellevue, Washington, 98004

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