Unclaimed Profile

Angela Elaine Vlach

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT·OLYMPIA, Washington

SIE, Series 7, Series 24, Series 31, Series 52TO, Series 66Clean record20 years registeredFINANCIAL ADVOCATES INVESTMENT MANAGEMENT

1601 COOPER POINT ROAD NW, OLYMPIA, WA 98502CRD# 4289946Firm CRD# 151298

Profile Verification

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

Identity

Angela Elaine Vlach · OLYMPIA, WA

Registration

CRD #4289946 · FINANCIAL ADVOCATES INVESTMENT MANAGEMENT · 20 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Sep 2023 – present

FINANCIAL ADVOCATES ADVISORY SERVICES

Mar 2012 – Aug 2023

OLYMPIA, WA

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Nov 2011 – Mar 2026

OLYMPIA, WA

LPL FINANCIAL LLC

Apr 2008 – Sep 2020

OLYMPIA, WA

FINANCIAL NETWORK INVESTMENT CORPORATION

Nov 2005 – Apr 2008

OLYMPIA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 52TO

Series 66

Registration record

First registered · November 17, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

CRD 151298 · SEC 801-71546

AUM

$3.9B

Regulatory assets under management

Employees

19,268 client accounts

Services offered by FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ADVOCATES INVESTMENT MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Angela Elaine Vlach offer?

Angela Elaine Vlach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OLYMPIA, Washington for a consultation.

What are Angela Elaine Vlach's credentials?

Angela Elaine Vlach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Elaine Vlach located?

Angela Elaine Vlach is based in OLYMPIA, Washington, working with FINANCIAL ADVOCATES INVESTMENT MANAGEMENT. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.

How does Angela Elaine Vlach charge for services?

Angela Elaine Vlach'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 FINANCIAL ADVOCATES INVESTMENT MANAGEMENT?

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT has approximately 99 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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