Financial Advocates Investment Management
Financial Advocates Investment Management (CRD# 151298) is a financial advisory firm headquartered in Olympia, WA. They manage $2,834,883,974 in 18,308 accounts and serve the financial needs of clients across 45 states (or territories).
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Total Assets Under Management2,835MILLION
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Total Number of Accounts18,308ACCOUNTS
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Average Account Value$154,844
- 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, 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, SC, SD, TN, TX, UT, VA, WA, WI, WY
Kelsey Abbott (CRD# 6628670) is an Investment Advisor Representative working at Financial Advocates Investment Management in Rock Springs, WY and has over 2 years of experience in the finance industry.
Brian Babb (CRD# 4808735) is an Investment Advisor Representative working at Financial Advocates Investment Management in Hayden, ID and has over 14 years of experience in the finance industry.
Ali Barghelame (CRD# 4963094) 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.
Terry Baylor (CRD# 4428492) is an Investment Advisor Representative working at Financial Advocates Investment Management in Oregon City, OR and has over 18 years of experience in the finance industry.
Susan Beardsley (CRD# 2091965) is an Investment Advisor Representative working at Financial Advocates Investment Management in Edmonds, WA and has over 11 years of experience in the finance industry.
Crystal Beineke (CRD# 6279111) is an Investment Advisor Representative working at Financial Advocates Investment Management in Edmonds, WA and has over 4 years of experience in the finance industry. Crystal Beineke 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.
Dean Bennion (CRD# 1968163) is an Investment Advisor Representative working at Financial Advocates Investment Management in Bellevue, WA and has over 30 years of experience in the finance industry.
Travis Berglund (CRD# 5027023) is an Investment Advisor Representative working at Financial Advocates Investment Management in Port Angeles, WA and has over 13 years of experience in the finance industry.
Steven Brace (CRD# 1550534) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 33 years of experience in the finance industry.
Andrew Brewer (CRD# 4782711) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 15 years of experience in the finance industry.