Financial ADVSR advisor directory · SEC adviser records
Alegria Asset Management financial advisors in Washington
Every SEC-registered investment adviser representative at a Alegria Asset Management office in Washington, by city and A to Z.
The short answer
3 registered advisors work at Alegria Asset Management in Washington, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Yakima (3). 1 list the CFP designation and 3 are also registered broker representatives.
Alegria Asset Management advisors by city in Washington
Every firm in Washington →Alegria Asset Management advisors in Washington, A to Z
Search by name →- Kevin GoodYakima · Certified Financial Planner
- Craig B. MendenhallYakima
- Steven J. PilgerYakima
Alegria Asset Management advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Alegria Asset Management financial advisors are in Washington?
3 investment adviser representatives are registered at Alegria Asset Management offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Where in Washington does Alegria Asset Management have the most advisors?
Yakima, with 3. Alegria Asset Management has advisors in 1 city in Washington.
How do I check a Alegria Asset Management advisor in Washington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Alegria Asset Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.