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FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
OLYMPIA, Washington
·
4 registered advisors
·
CRD# 151298
SEC# 801-71546
56
360-866-2345
01
Firm Overview
AUM
$3.9B
Regulatory assets under management
Employees
99
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
4 registered advisors
Angela Elaine Vlach
OLYMPIA, Washington
CRD# 4289946
Douglas Roger Whittle
OLYMPIA, Washington
CRD# 2190231
Gary Ray Campbell
OLYMPIA, Washington
CRD# 1658146
Heather Ann Pratt
OLYMPIA, Washington
CRD# 5118234
05
Office Locations
OLYMPIA, Washington
4 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL ADVOCATES INVESTMENT MANAGEMENT (CRD# 151298) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.