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Financial ADVSR advisor directory · SEC adviser records

Martel Wealth Advisors, LLC financial advisors in Washington

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

The short answer

5 registered advisors work at Martel Wealth Advisors, LLC in Washington, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Vancouver (5). 1 list the CFP designation and 0 are also registered broker representatives.

Martel Wealth Advisors, LLC advisors by city in Washington

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Vancouver 5

Martel Wealth Advisors, LLC advisors in Washington, A to Z

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Martel Wealth Advisors, LLC advisors in every state →Martel Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Martel Wealth Advisors, LLC financial advisors are in Washington?

5 investment adviser representatives are registered at Martel Wealth Advisors, LLC 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 Martel Wealth Advisors, LLC have the most advisors?

Vancouver, with 5. Martel Wealth Advisors, LLC has advisors in 1 city in Washington.

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