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
Kyle Johnston (CRD# 2616830) is an Investment Advisor Representative working at Financial Advocates Investment Management in Seattle, WA and has over 28 years of experience in the finance industry.
Brian Kerrigan (CRD# 1718513) 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.
Cynthia Kocher (CRD# 2347298) is an Investment Advisor Representative working at Financial Advocates Investment Management in Snoqualmie, WA and has over 30 years of experience in the finance industry.
Andre Lister (CRD# 4405762) 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.
Eric Lochner (CRD# 5062187) is an Investment Advisor Representative working at Financial Advocates Investment Management in Portland, OR and has over 21 years of experience in the finance industry.
Stacee Love-Malcolm (CRD# 4246711) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 23 years of experience in the finance industry.
Tyler Mackeson (CRD# 5644763) is an Investment Advisor Representative working at Financial Advocates Investment Management in Bend, OR and has over 15 years of experience in the finance industry.
Eric Maki (CRD# 2790139) is an Investment Advisor Representative working at Financial Advocates Investment Management in Bend, OR and has over 27 years of experience in the finance industry.
Colin Maulding (CRD# 5746792) 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.
Lucas McNeely (CRD# 6590316) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 8 years of experience in the finance industry.