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The Institute financial advisors in Washington
Every SEC-registered investment adviser representative at a The Institute office in Washington, by city and A to Z.
The short answer
7 registered advisors work at The Institute in Washington, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Seattle (7). 0 list the CFP designation and 3 are also registered broker representatives.
The Institute advisors by city in Washington
Every firm in Washington →The Institute advisors in Washington, A to Z
Search by name →- Randall C. BuckSeattle · Chartered Financial Analyst
- Victoria G. CrosbySeattle
- Connor J. DonnellySeattle
- Douglas J. DonnellySeattle
- James P. DonnellySeattle
- Anthony HollerichSeattle
- Colin E. MacleodSeattle
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The Institute in other states
Questions
How many The Institute financial advisors are in Washington?
7 investment adviser representatives are registered at The Institute offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Where in Washington does The Institute have the most advisors?
Seattle, with 7. The Institute has advisors in 1 city in Washington.
How do I check a The Institute 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 The Institute office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.