Michael Pickles, financial advisor Olympia WA
96 score

Michael Pickles

CRD Number: 2999848
Current Firm: Financial Advocates Investment Management

Michael Pickles (CRD# 2999848) 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. Michael Pickles 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
Lpl Financial LLC Tacoma, WA Jul 2012 - Current 5
Financial Advocates Investment Management Tacoma, WA Jul 2012 - Current 5
The Vanguard Group Inc. Malvern, PA Dec 1997 - Jul 2012 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Michael K. Pickles
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
96
Clean Record
This advisor has a clean track record with regulators.

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