Financial ADVSR advisor directory · SEC adviser records
Hallett Advisors financial advisors in Washington
Every SEC-registered investment adviser representative at a Hallett Advisors office in Washington, by city and A to Z.
The short answer
5 registered advisors work at Hallett Advisors in Washington, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Port Angeles (4). 1 list the CFP designation and 0 are also registered broker representatives.
Hallett Advisors advisors by city in Washington
Every firm in Washington →Hallett Advisors advisors in Washington, A to Z
Search by name →- Christine M. CruzPort Angeles
- James D. HallettPort Angeles
- James C. HolstVancouver · Certified Financial Planner
- Michael G. TudorPort Angeles
- Jason R. WilsonPort Angeles
Hallett Advisors advisors in every state →Hallett Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Hallett Advisors financial advisors are in Washington?
5 investment adviser representatives are registered at Hallett Advisors offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Hallett Advisors have the most advisors?
Port Angeles, with 4, then Vancouver (1). Hallett Advisors has advisors in 2 cities in Washington.
How do I check a Hallett 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 Hallett Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.