W. Routh Email & Phone Number
Wealth Manager @ LPL Financial
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W. Routh Location
- Granite Bay, CA, US
W. Routh Work
- Wealth Manager @ (June 2024 - Present)
- President and CEO @ D R Summit Wealth Management Inc. (January 2010 - Present)
- General Securities Principal and Financial Consultant @ First Allied Securities Inc (October 1996 - June 2024)
W. Routh Education
- Oregon State University
Business Administration (Finance and Economics)
- Seattle University
Masters in Business Adminisration (MBA)
W. Routh Skills
- Project Management
- Program Management
- Financial Analysis
- Management
- Microsoft Office
- Business Analysis
W. Routh Summary
- W. Routh, based in Granite Bay, CA, US, is currently a Wealth Manager at LPL Financial. W. Routh brings experience from previous roles at D R Summit Wealth Management Inc. and First Allied Securities Inc. W. Routh holds a Business Administration in Finance and Economics @ Oregon State University. With a robust skill set that includes Project Management, Program Management, Financial Analysis, Management, Microsoft Office and more. W. Routh has 1 emails on RocketReach.
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