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Financial ADVSR advisor directory · SEC adviser records

Madrona Financial & CPAS financial advisors in Washington

Every SEC-registered investment adviser representative at a Madrona Financial & CPAS office in Washington, by city and A to Z.

The short answer

7 registered advisors work at Madrona Financial & CPAS in Washington, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Everett (5). 2 list the CFP designation and 0 are also registered broker representatives.

Madrona Financial & CPAS advisors by city in Washington

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Everett 5Redmond 1Tacoma 1

Madrona Financial & CPAS advisors in Washington, A to Z

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Questions

How many Madrona Financial & CPAS financial advisors are in Washington?

7 investment adviser representatives are registered at Madrona Financial & CPAS offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Washington does Madrona Financial & CPAS have the most advisors?

Everett, with 5, then Redmond (1). Madrona Financial & CPAS has advisors in 3 cities in Washington.

How do I check a Madrona Financial & CPAS 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 Madrona Financial & CPAS office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.