Financial ADVSR advisor directory · SEC adviser records
Avier Wealth Advisors financial advisors in Washington
Every SEC-registered investment adviser representative at a Avier Wealth Advisors office in Washington, by city and A to Z.
11 registered advisors work at Avier Wealth Advisors in Washington, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellevue (11). 9 list the CFP designation and 0 are also registered broker representatives.
Avier Wealth Advisors advisors by city in Washington
Every firm in Washington →Avier Wealth Advisors advisors in Washington, A to Z
Search by name →- Alexander J. CastanedaBellevue
- Raphael Luis C. De OcampoBellevue · Certified Financial Planner
- Courtney S. GehrmannBellevue · Certified Financial Planner
- Saloni GuptaBellevue · Certified Financial Planner
- John P. OssewardBellevue · Chartered Financial Analyst
- Lars L. PhillipsBellevue · Certified Financial Planner, Chartered Financial Analyst
- Tiffany C. StonerBellevue · Certified Financial Planner
- Aaren N. StrandBellevue · Certified Financial Planner
- Samantha V. TorresBellevue · Certified Financial Planner
- David K. WeltyBellevue · Certified Financial Planner
- Madison WilliamsBellevue · Certified Financial Planner
Avier Wealth Advisors advisors in every state →Avier Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Avier Wealth Advisors financial advisors are in Washington?
11 investment adviser representatives are registered at Avier Wealth Advisors offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Avier Wealth Advisors have the most advisors?
Bellevue, with 11. Avier Wealth Advisors has advisors in 1 city in Washington.
How do I check a Avier Wealth Advisors 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 Avier Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.