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Skyler Manabu Eubank

Investment adviser representative at Perspective Wealth Partners, LLC
10 yearsYears since first job or exam
1 stateRegistered in
$843.9M
12 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Perspective Wealth Partners, LLCAug 2024 to now
  2. Raymond James & Associates Inc.Nov 2023 to Jul 2024
  3. Bank of America, N.A.Sep 2022 to Nov 2023
  4. The Club at SpurwingMay 2018 to Sep 2022
  5. Boise StateAug 2017 to May 2022
  6. College Station High SchoolAug 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (ID).

Perspective Wealth Partners, LLC

$843.9M
291Clients
8Advisers
12 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

7639636
140330
Advisor's SEC record (opens in a new tab)
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