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Financial ADVSR advisor directory · SEC adviser records

&Partners financial advisors in Washington

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

14 registered advisors work at &Partners in Washington, out of 494 nationwide; it's the firm's number 10 state by advisors, and the most are in Bellevue (4). 5 list the CFP designation and 14 are also registered broker representatives.

&Partners advisors by city in Washington

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Bellevue 4Bellingham 2Issaquah 2Olympia 2Maple Valley 1Pe Ell 1Tacoma 1Vancouver 1

&Partners advisors in Washington, A to Z

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&Partners advisors in every state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →

&Partners in other states

Missouri 163Tennessee 79New York 23Texas 23South Carolina 20Illinois 16Pennsylvania 15Florida 14Ohio 14North Carolina 13Arkansas 10Minnesota 10Virginia 10New Jersey 9Indiana 8Kansas 7Michigan 6Colorado 5Georgia 5Maryland 5California 4Massachusetts 4Alaska 3Delaware 3

Questions

How many &Partners financial advisors are in Washington?

14 investment adviser representatives are registered at &Partners offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 494 at the firm nationwide. 5 list the CFP designation and 14 are also registered as broker representatives.

Where in Washington does &Partners have the most advisors?

Bellevue, with 4, then Bellingham (2). &Partners has advisors in 8 cities in Washington.

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