Financial ADVSR advisor directory · SEC adviser records
Fulcrum Capital, LLC financial advisors in Washington
Every SEC-registered investment adviser representative at a Fulcrum Capital, LLC office in Washington, by city and A to Z.
The short answer
7 registered advisors work at Fulcrum Capital, LLC in Washington, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Seattle (7). 4 list the CFP designation and 0 are also registered broker representatives.
Fulcrum Capital, LLC advisors by city in Washington
Every firm in Washington →Fulcrum Capital, LLC advisors in Washington, A to Z
Search by name →- Taylor N. BohotSeattle · Certified Financial Planner
- Kathryn H. FisherSeattle · Certified Financial Planner
- Hans M. KrippaehneSeattle · Chartered Financial Analyst
- David B. LimogesSeattle · Certified Financial Planner
- Lev L. MarcusSeattle · Chartered Financial Analyst
- Michelle A. MathieuSeattle · Chartered Financial Analyst
- Janet M. WelcherSeattle · Certified Financial Planner
Fulcrum Capital, LLC advisors in every state →Fulcrum Capital, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Fulcrum Capital, LLC financial advisors are in Washington?
7 investment adviser representatives are registered at Fulcrum Capital, LLC offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Fulcrum Capital, LLC have the most advisors?
Seattle, with 7. Fulcrum Capital, LLC has advisors in 1 city in Washington.
How do I check a Fulcrum Capital, LLC 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 Fulcrum Capital, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.