Thomas Herrin, financial advisor Olympia WA

Thomas Herrin

CRD Number: 4252225
Current Firm: Financial Advocates Investment Management

Thomas Herrin (CRD# 4252225) 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. Thomas Herrin 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 Advocates Investment Management Federal Way, WA May 2020 - Current < 1
Lpl Financial, LLC Federal Way, WA May 2020 - Current < 1
Steelhead Run Properties LLC Madison County, MS Dec 2012 - Current 8
Chula Acres LLC Mississippi, MS Dec 2012 - Current 8
Thomas Herrin Financial Federal Way, WA Oct 2010 - Current 10
Chaffee And Associates Federal Way, WA Feb 2009 - Current 11
Chaffee & Associates LLC Federal Way, WA Jan 2008 - Current 13
Raymond James Financial Services Advisors Inc. Federal Way, WA Mar 2009 - May 2020 11
Raymond James Financial Services, Inc. Federal Way, WA Feb 2009 - May 2020 11
Insurance-non Variable Federal Way, WA Nov 2009 - Jan 2019 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Thomas G. Herrin
Phone Number: 360-866-2345
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    3,285
    MILLIONS
  • Total Number of Accounts
    18,543
    ACCOUNTS
  • Average Account Value
    $177,150
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, AL, AR, AZ, CA, CO, CT, FL, GA, HI, 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, WA, WI, WY

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