Financial Advocates Investment Management
Financial Advocates Investment Management (CRD# 151298) is a financial advisory firm headquartered in Olympia, WA. They manage $3,854,677,483 in 19,268 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management3,855MILLION
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Total Number of Accounts19,268ACCOUNTS
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Average Account Value$200,056
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Donald Schindler (CRD# 2633760) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 28 years of experience in the finance industry.
Allen Schutzky (CRD# 2285201) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 31 years of experience in the finance industry.
Gene Shook (CRD# 1564224) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 14 years of experience in the finance industry.
Travis Stolcis (CRD# 5043297) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 17 years of experience in the finance industry.
Michael Thayer (CRD# 4547674) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 19 years of experience in the finance industry.
Andrew Ulibarri (CRD# 5827074) is an Investment Advisor Representative working at Financial Advocates Investment Management in Denver, CO and has over 7 years of experience in the finance industry.
Jose Veliz (CRD# 2438883) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 29 years of experience in the finance industry.
Jared Walker (CRD# 6158565) is an Investment Advisor Representative working at Financial Advocates Investment Management in Rock Springs, WY and has over 10 years of experience in the finance industry.
Carl Welander (CRD# 6152399) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 11 years of experience in the finance industry.
Randy Welborn (CRD# 4547206) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 21 years of experience in the finance industry.