Alice Tweit
Investment Adviser Representative at WEST Invest
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alice Tweit is an investment adviser representative in Bellingham, WA, currently registered with WEST Invest and LPL Financial LLC. They have worked in the securities industry since 2020 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
1 state or territory
Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Life Insurance CompanyJun 2019 – Mar 2020Milwaukee, WI
- Northwestern Mutual Investment Services LLCAug 2019 – Mar 2020Bellingham, WA
- Hunnicutts IncJun 2017 – Apr 2019Bellingham, WA
- Western Washington UniversityJan 2013 – Dec 2018Bellingham, WA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 – Feb 2022Bellingham, WA
- Bank of America, N.A.May 2020 – Feb 2022Bellingham, WA
- People's BankFeb 2022 – Nov 2023Bellingham, WA
- LPLMar 2022 – no end date reportedLynden, WA
- Northwestern MututalFeb 2019 – Feb 2020Bellingham, WA
- LPL Financial - Peoples InvestmentsFeb 2022 – Nov 2023Bellingham, WA
- West InvestNov 2023 – no end date reportedBellingham, WA
- Northwest Wealth Advisors, LLCNov 2023 – no end date reportedBellingham, WA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About WEST Invest
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bellingham, WA
- SEC file number:
- 801-128653
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at WEST Invest
6 other advisors in the directory
Similar advisors in Bellingham, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alice Tweit has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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