William Hendrix, financial advisor Olympia WA
93 score

William Hendrix

CRD Number: 1233267
Current Firm: Financial Advocates Investment Management

William Hendrix (CRD# 1233267) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Advocates Investment Management Kalispell, MT Mar 2017 - Current 1
Lpl Financial LLC Kalispell, MT Jul 2007 - Current 10
First National Bank Of Montana Kalispell, MT Jul 2007 - May 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for William K. Hendrix
Phone Number: 360-866-2345
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    2,779
    MILLIONS
  • Total Number of Accounts
    16,010
    ACCOUNTS
  • Average Account Value
    $173,577
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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