Financial Insights
Financial Insights (CRD# 108797) is a financial advisory firm headquartered in Tacoma, WA. They manage $789,094,694 in 2,079 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management789MILLION
-
Total Number of Accounts2,079ACCOUNTS
-
Average Account Value$379,555
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, ID, LA, OR, TX, WA
Amanda Burrows (CRD# 5744738) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 12 years of experience in the finance industry.
Michael Dunbar (CRD# 1221526) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 40 years of experience in the finance industry.
Alexandria Kemp (CRD# 6209364) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has 1 year of experience in the finance industry.
Dorothy Lewis (CRD# 1042516) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 41 years of experience in the finance industry.
Daniel McCaffrey (CRD# 6629486) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 8 years of experience in the finance industry.
John Walsh (CRD# 1500930) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 37 years of experience in the finance industry.
Kaylyn Bugay (CRD# 7839748) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has 1 year of experience in the finance industry.
Jun Chea (CRD# 4451715) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 21 years of experience in the finance industry.
Michael Ruff (CRD# 3148321) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 25 years of experience in the finance industry.