W. Routh Location
Granite Bay, CA, US
W. Routh Work
- 2024 - now Wealth Manager @ LPL Financial
- 2010 - now President and CEO @ D R Summit Wealth Management Inc.
- 1996 - 2024 General Securities Principal and Financial Consultant @ First Allied Securities Inc
W. Routh Education
W. Routh Skills
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 2 emails on RocketReach.