Unclaimed Profile

Richard Lavoice

SYMETRA INVESTMENT SERVICES, INC.·BELLEVUE, Washington

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 15, Series 24, Series 63, Series 99TOClean record23 years registeredSYMETRA INVESTMENT SERVICES, INC.

777 108TH AVENUE NE, BELLEVUE, WA 98004CRD# 1106045Firm CRD# 19061

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Lavoice · BELLEVUE, WA

Registration

CRD #1106045 · SYMETRA INVESTMENT SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYMETRA INVESTMENT SERVICES, INC.

SYMETRA INVESTMENT SERVICES, INC.

Nov 2010 – Oct 2013

BELLEVUE, WA

MML INVESTORS SERVICES, INC.

Mar 2008 – Sep 2009

ENFIELD, CT

UBS FINANCIAL SERVICES INC.

Mar 2003 – Jul 2005

CENTURY CITY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 15

Series 24

Series 63

Series 99TO

Registration record

First registered · March 12, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATOR FINANCIAL SERVICES, INC.

CRD 19061 · SEC 801-66750

AUM

$409M

Regulatory assets under management

Employees

1,166 client accounts

Services offered by SIGNATOR FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SIGNATOR FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Richard Lavoice offer?

Richard Lavoice specializes in Financial Planning, Investment Management.

What are Richard Lavoice's credentials?

Richard Lavoice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Lavoice located?

Richard Lavoice is based in BELLEVUE, Washington, last registered with SYMETRA INVESTMENT SERVICES, INC..

How does Richard Lavoice charge for services?

Richard Lavoice's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYMETRA INVESTMENT SERVICES, INC.?

SYMETRA INVESTMENT SERVICES, INC. has approximately 73 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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