Financial ADVSR advisor directory · SEC adviser records
USI Advisors financial advisors in Washington
Every SEC-registered investment adviser representative at a USI Advisors office in Washington, by city and A to Z.
6 registered advisors work at USI Advisors in Washington, out of 60 nationwide; it's the firm's number 2 state by advisors, and the most are in Seattle (6). 0 list the CFP designation and 0 are also registered broker representatives.
USI Advisors advisors by city in Washington
Every firm in Washington →USI Advisors advisors in Washington, A to Z
Search by name →- Kent L. AccolaSeattle
- James M. FritsSeattle
- Truong Q. TangSeattle
- Melody ThomasSeattle
- Michael T. Van Der VeldenSeattle
- Tracy S. Van HornSeattle
USI Advisors advisors in every state →USI Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
USI Advisors in other states
Questions
How many USI Advisors financial advisors are in Washington?
6 investment adviser representatives are registered at USI Advisors offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 60 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does USI Advisors have the most advisors?
Seattle, with 6. USI Advisors has advisors in 1 city in Washington.
How do I check a USI 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 USI Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.