Carl Preston Eshelman

ChFC

Northwest Investment Advisors, INC

42 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementInsurance Planning

Northwest Investment Advisors, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

95 clients

Average Client Portfolio

$371K average

Assets Under Management

$35.3M

Location

Lacey, WA

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History

Regulatory History (1)

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Criminal

July 1972

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Carl is the President and CEO of Quantum Solutions, Inc., an RIA, where he works full-time providing financial planning and investment management services. He also sells fixed life and health insurance through Ingersoll & Assoc, and pooled investments, variable life, and variable annuities through Northwest Investment Advisors, dedicating about 10-20% of his time to each. Carl is also an independent sales rep offering life settlements on a case-by-case basis.

Employment History

Current Registrations

Northwest Investment Advisors, INC.Broker

May 2018 - Present · 7 yrs 9 mos

Quantum Solutions, INC.

October 1995 - Present · 30 yrs 4 mos

Previous Registrations

Signator Investors, INC.

December 2017 - June 2018 · 6 mos

Signator Investors, INC.Broker

May 2016 - June 2018 · 2 yrs 1 mo

Transamerica Financial Advisors, INCBroker

September 2009 - May 2016 · 6 yrs 8 mos

Transamerica Financial Advisors, INC.

October 2002 - November 2002 · 1 mo

Transamerica Financial Advisors, INC.Broker

January 2002 - September 2009 · 7 yrs 8 mos

Tower Square Securities, INC.Broker

July 2001 - December 2001 · 5 mos

Ing America Equities, INC.Broker

October 2000 - February 2001 · 4 mos

Kms Financial Services, INC.Broker

January 1999 - October 2000 · 1 yr 9 mos

Multi-Financial Securities CorporationBroker

March 1995 - December 1998 · 3 yrs 9 mos

Capital Analysts, IncorporatedBroker

June 1988 - April 1995 · 6 yrs 10 mos

Cigna Securities, INC.Broker

October 1983 - September 1988 · 4 yrs 11 mos

State Registrations4 states

AZCAVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.