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Douglas Roger Whittle

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT·OLYMPIA, Washington
Clean recordFINANCIAL ADVOCATES INVESTMENT MANAGEMENT
1601 COOPER POINT ROAD NW, OLYMPIA, WA 98502CRD# 2190231Firm CRD# 151298

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Roger Whittle · OLYMPIA, WA
Registration
CRD #2190231 · FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Roger Whittle is a registered financial advisor based in OLYMPIA, Washington, affiliated with FINANCIAL ADVOCATES INVESTMENT MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
AUM
$3.9B
Regulatory assets under management
Employees
99
Total firm employees
View all advisors at FINANCIAL ADVOCATES INVESTMENT MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2190231
Firm CRD# 151298
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Roger Whittle offer?
Douglas Roger Whittle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OLYMPIA, Washington for a consultation.
What are Douglas Roger Whittle's credentials?
Douglas Roger Whittle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Roger Whittle located?
Douglas Roger Whittle 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 Douglas Roger Whittle charge for services?
Douglas Roger Whittle'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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Other Advisors at FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Cheryl Lynn Karboski
OLYMPIA, WA
Heather Ann Pratt
OLYMPIA, WA
Angela Elaine Vlach
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Gary Ray Campbell
OLYMPIA, WA

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