Financial ADVSR advisor directory · SEC adviser records
Eq Wealth Management financial advisors in Washington
Every SEC-registered investment adviser representative at a Eq Wealth Management office in Washington, by city and A to Z.
7 registered advisors work at Eq Wealth Management in Washington, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellevue (6). 5 list the CFP designation and 0 are also registered broker representatives.
Eq Wealth Management advisors by city in Washington
Every firm in Washington →Eq Wealth Management advisors in Washington, A to Z
Search by name →- Courtney O. HanrahanBellevue · Certified Financial Planner
- Michael OkamotoBellingham · Certified Financial Planner
- Jamika S. ParkerBellevue · Certified Financial Planner
- John M. QuigleyBellevue · Certified Financial Planner
- Audrea J. SullivanBellevue
- Nathan E. TeppBellevue · Certified Financial Planner
- Michael J. VargaBellevue
Eq Wealth Management advisors in every state →Eq Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Eq Wealth Management financial advisors are in Washington?
7 investment adviser representatives are registered at Eq Wealth Management offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Eq Wealth Management have the most advisors?
Bellevue, with 6, then Bellingham (1). Eq Wealth Management has advisors in 2 cities in Washington.
How do I check a Eq Wealth 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 Eq Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.