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
Douglas Whittle (CRD# 2190231) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 32 years of experience in the finance industry.
Lynn Widmann (CRD# 5418530) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 8 years of experience in the finance industry.
Marshall Williams (CRD# 6609843) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 8 years of experience in the finance industry.
Brock Bennion (CRD# 7274738) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 3 years of experience in the finance industry.
Jason Berglund (CRD# 7728477) is an Investment Advisor Representative working at Financial Advocates Investment Management in Sequim, WA and has 1 year of experience in the finance industry.
Rosalie Biza (CRD# 5363820) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 10 years of experience in the finance industry.
Karen Esquivel (CRD# 7533203) is an Investment Advisor Representative working at Financial Advocates Investment Management in Yakima, WA and has 1 year of experience in the finance industry.
Alexander Naki (CRD# 6812642) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 4 years of experience in the finance industry.
Samuel Rathbone (CRD# 7434291) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 2 years of experience in the finance industry.
Grant Smith (CRD# 7086265) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 5 years of experience in the finance industry.