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Carlos De Imus, Financial Advisor serving the Spokane, WA area - Ameriprise Advisors

Carlos De Imus

JD, APMA

Financial Advisor

AGP Wealth Advisors
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Small Business
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Juris Doctorate, Law, University of Washington, Seattle, WA
  • Bachelor of Arts, Liberal Studies, University of Washington, Bothell, WA

Awards & recognition

  • AGP Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • AGP Wealth Advisors, Barron’s Top 250 Private Wealth Management Teams, 2024

Professional associations

  • Washington State Bar Association

Previous experience

  • Financial Advisor, Edward Jones, 2013-2016, Snoqualmie, WA
  • Attorney, Microsoft Corporation, 2005-2012, Redmond, WA
  • Corporate Counsel, T-Mobile USA, 2001-2005, Bellevue, WA
  • Associate, Ogden Murphy Wallace, 1997-2000, Seattle, WA

Interests

When I’m not watching my daughter play soccer or my son play football and basketball, I like to spend my time volunteering for community organizations and events in my neighborhood.