Financial Advocates Investment Management
Financial Advocates Investment Management (CRD# 151298) is a financial advisory firm headquartered in Olympia, WA. They manage $3,854,677,483 in 19,268 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management3,855MILLION
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Total Number of Accounts19,268ACCOUNTS
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Average Account Value$200,056
- 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, IA, 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, VT, WA, WI, WY
Jonathan Davis (CRD# 6163013) is an Investment Advisor Representative working at Financial Advocates Investment Management in Spokane, WA and has over 10 years of experience in the finance industry.
Thomas Delaney (CRD# 2839233) 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.
Angela Denna (CRD# 4140619) 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.
James Dimarco (CRD# 5558032) 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.
Arne Domas (CRD# 727937) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 43 years of experience in the finance industry.
Jeffrey Dunn-Bernstein (CRD# 6254121) is an Investment Advisor Representative working at Financial Advocates Investment Management in Oregon City, OR and has over 10 years of experience in the finance industry.
John Easley (CRD# 2552915) is an Investment Advisor Representative working at Financial Advocates Investment Management in Seattle, WA and has over 29 years of experience in the finance industry.
Richard Fangen (CRD# 1708819) is an Investment Advisor Representative working at Financial Advocates Investment Management in Tumwater, WA and has over 36 years of experience in the finance industry.
Casi Fors (CRD# 4511451) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 21 years of experience in the finance industry.
Joseph Fors (CRD# 6590585) is an Investment Advisor Representative working at Financial Advocates Investment Management in Port Angeles, WA and has over 7 years of experience in the finance industry.