Louise Bryant, financial advisor Olympia WA
90 score

Louise Bryant

CRD Number: 6168655
Current Firm: Financial Advocates Investment Management

Louise Bryant (CRD# 6168655) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has 1 year of experience in the finance industry. Louise Bryant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Spyglass Rye, NY Jan 2003 - Current 13

Louise Bryant has no recent exams reported.
Contact Info for Louise H. Bryant
Phone Number: 360-866-2345
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,087
    MILLIONS
  • Total Number of Accounts
    6,384
    ACCOUNTS
  • Average Account Value
    $170,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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