Financial ADVSR advisor directory · SEC adviser records
West Invest financial advisors in Washington
Every SEC-registered investment adviser representative at a West Invest office in Washington, by city and A to Z.
The short answer
6 registered advisors work at West Invest in Washington, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellingham (6). 1 list the CFP designation and 4 are also registered broker representatives.
West Invest advisors by city in Washington
Every firm in Washington →West Invest advisors in Washington, A to Z
Search by name →- Korinda L. BullardBellingham
- Emily P. SchultzBellingham
- Luke B. SmithBellingham
- Alice TweitBellingham · Certified Financial Planner
- Adam G. VisserBellingham
- Lamar A. WestBellingham
West Invest advisors in every state →West Invest: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many West Invest financial advisors are in Washington?
6 investment adviser representatives are registered at West Invest offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Where in Washington does West Invest have the most advisors?
Bellingham, with 6. West Invest has advisors in 1 city in Washington.
How do I check a West Invest 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 West Invest office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.