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Financial ADVSR advisor directory · SEC adviser records

B3 Wealth Strategies financial advisors in Washington

Every SEC-registered investment adviser representative at a B3 Wealth Strategies office in Washington, by city and A to Z.

The short answer

4 registered advisors work at B3 Wealth Strategies in Washington, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellevue (4). 3 list the CFP designation and 4 are also registered broker representatives.

B3 Wealth Strategies advisors by city in Washington

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Bellevue 4

B3 Wealth Strategies advisors in Washington, A to Z

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Questions

How many B3 Wealth Strategies financial advisors are in Washington?

4 investment adviser representatives are registered at B3 Wealth Strategies offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.

Where in Washington does B3 Wealth Strategies have the most advisors?

Bellevue, with 4. B3 Wealth Strategies has advisors in 1 city in Washington.

How do I check a B3 Wealth Strategies 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 B3 Wealth Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.