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Financial ADVSR advisor directory · SEC adviser records

Wafd Wealth, Inc. financial advisors in Washington

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

12 registered advisors work at Wafd Wealth, Inc. in Washington, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Seattle (12). 2 list the CFP designation and 0 are also registered broker representatives.

Wafd Wealth, Inc. advisors by city in Washington

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Seattle 12

Wafd Wealth, Inc. advisors in Washington, A to Z

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Wafd Wealth, Inc. advisors in every state →Wafd Wealth, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Wafd Wealth, Inc. financial advisors are in Washington?

12 investment adviser representatives are registered at Wafd Wealth, Inc. offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Washington does Wafd Wealth, Inc. have the most advisors?

Seattle, with 12. Wafd Wealth, Inc. has advisors in 1 city in Washington.

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