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
Colton Reading (CRD# 4572251) 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.
Adam Reugh (CRD# 5624971) 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.
Anna Robbins (CRD# 5506961) 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.
Forbes Robinson (CRD# 4763744) 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.
John Roeller (CRD# 2180412) 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.
Greg Rogers (CRD# 6586896) is an Investment Advisor Representative working at Financial Advocates Investment Management in Oregon City, OR and has over 8 years of experience in the finance industry.
Julie Rothmeier (CRD# 2442662) is an Investment Advisor Representative working at Financial Advocates Investment Management in Cloquet, MN and has over 30 years of experience in the finance industry.
Jacob Sandberg (CRD# 6239637) is an Investment Advisor Representative working at Financial Advocates Investment Management in Edmonds, WA and has over 9 years of experience in the finance industry.
Erik Saunders (CRD# 1939964) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 28 years of experience in the finance industry.
Sara Schauermann (CRD# 6170972) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 10 years of experience in the finance industry.