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).

By the Numbers
  • Total Assets Under Management
    2,835
    MILLION
  • Total Number of Accounts
    18,308
    ACCOUNTS
  • Average Account Value
    $154,844
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Financial Advocates Investment Management
Showing 1 - 10 of 121 top financial advisors.
1
Kelsey R. Abbott
CRD#: 6628670
1575 Dewar Drive, Suite 210, Rock Springs, WY 82901

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.

2
Brian D. Babb
CRD#: 4808735
8222 N. Government Way, Hayden, ID 83835

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.

3
Ali Barghelame
CRD#: 4963094
1601 Cooper Point Road Nw, Olympia, WA 98502

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.

4
Terry L. Baylor
CRD#: 4428492
2895 Beavercreek Rd S, Oregon City, OR 97045

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.

5
Susan M. Beardsley
CRD#: 2091965
144 Railroad Avenue, Suite 301, Edmonds, WA 98020

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.

6
Crystal Beineke
CRD#: 6279111
144 Railroad Avenue, Suite 301, Edmonds, WA 98020

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.

7
Dean S. Bennion
CRD#: 1968163
35 - 100th Avenue Ne, Bellevue, WA 98004

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.

8
Travis M. Berglund
CRD#: 5027023
115 East Railroad Ave, Suite 308, Port Angeles, WA 98362

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.

9
Steven W. Brace
CRD#: 1550534
1601 Cooper Point Road Nw, Olympia, WA 98502

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.

10
Andrew T. Brewer
CRD#: 4782711
1601 Cooper Point Road Nw, Olympia, WA 98502

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.

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