Financial & Estate Advisors, Inc.

Financial & Estate Advisors, Inc. (CRD# 119062) is a financial advisory firm headquartered in Bothell, WA. They manage $35,642,990 in 451 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $79,031
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

WA

Financial Advisors at Financial & Estate Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Bradley J. Long
CRD#: 3006666
22102 17th Ave Se, Suite 102, Bothell, WA 98021
86
Wealthminder
score

Bradley Long (CRD# 3006666) is an Investment Advisor Representative working at Financial & Estate Advisors, Inc. in Bothell, WA and has over 18 years of experience in the finance industry.

2
Mark A. Christensen
CRD#: 5562773
22102 17th Ave, Suite 102, Bothell, WA 98021
81
Wealthminder
score

Mark Christensen (CRD# 5562773) is an Investment Advisor Representative working at Financial & Estate Advisors, Inc. in Bothell, WA and has over 8 years of experience in the finance industry.

3
Gabriel L. Medina
CRD#: 5319460
22102 17th Ave, Suite 102, Bothell, WA 98021
81
Wealthminder
score

Gabriel Medina (CRD# 5319460) is an Investment Advisor Representative working at Financial & Estate Advisors, Inc. in Bothell, WA and has over 9 years of experience in the finance industry.

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