Unclaimed Profile

Brian Arthur Babbitt

FINANCIAL INSIGHTS INC·TACOMA, Washington

Clean record10 years registeredFINANCIAL INSIGHTS INC

1551 BROADWAY, TACOMA, WA 98402CRD# 6578410Firm CRD# 108797

Profile Verification

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

Identity

Brian Arthur Babbitt · TACOMA, WA

Registration

CRD #6578410 · FINANCIAL INSIGHTS INC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL INSIGHTS INC

FINANCIAL INSIGHTS

Jun 2020 – Mar 2023

TACOMA, WA

BRIGHTON JONES LLC

Feb 2019 – May 2020

SEATTLE, WA

LAIRD NORTON WEALTH MANAGEMENT

Nov 2015 – Mar 2018

SEATTLE, WA

Registrations & Exams

Registration record

First registered · November 9, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL INSIGHTS INC

CRD 108797 · SEC 801-21624

AUM

$789M

Regulatory assets under management

Employees

2,079 client accounts

Services offered by FINANCIAL INSIGHTS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINANCIAL INSIGHTS INC →

Introduction

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Frequently Asked Questions

What services does Brian Arthur Babbitt offer?

Brian Arthur Babbitt specializes in Financial Planning, Investment Management, Wealth Management.

What are Brian Arthur Babbitt's credentials?

Brian Arthur Babbitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Arthur Babbitt located?

Brian Arthur Babbitt is based in TACOMA, Washington, last registered with FINANCIAL INSIGHTS INC.

How does Brian Arthur Babbitt charge for services?

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

How large is FINANCIAL INSIGHTS INC?

FINANCIAL INSIGHTS INC has approximately 16 employees and manages $789M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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