Soundview Advisors

Soundview Advisors (CRD# 114437) is a financial advisory firm headquartered in Olympia, WA. They manage $345,118,545 in 1,058 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    1,058
    ACCOUNTS
  • Average Account Value
    $326,199
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, WA

Financial Advisors at Soundview Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Ben L. Jennings
CRD#: 2999507
1441 West Bay Drive, Suite 201, Olympia, WA 98502

Ben Jennings (CRD# 2999507) is an Investment Advisor Representative working at Soundview Advisors in Olympia, WA and has over 26 years of experience in the finance industry.

2
Kevin M. Rigg
CRD#: 4708409
1441 West Bay Dr Ste. 201, Olympia, WA 98502

Kevin Rigg (CRD# 4708409) is an Investment Advisor Representative working at Soundview Advisors in Olympia, WA and has over 20 years of experience in the finance industry.

3
Kevin L. Slater
CRD#: 4790152
1441 West Bay Drive Nw, Suite 201, Olympia, WA 98502

Kevin Slater (CRD# 4790152) is an Investment Advisor Representative working at Soundview Advisors in Olympia, WA and has over 20 years of experience in the finance industry.

4
Krista L. Wallace
CRD#: 7308768
1441 West Bay Drive, Olympia, WA 98502

Krista Wallace (CRD# 7308768) is an Investment Advisor Representative working at Soundview Advisors in Olympia, WA and has 1 year of experience in the finance industry.

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