Financial ADVSR advisor directory · SEC adviser records
Xypn Sapphire financial advisors in Washington
Every SEC-registered investment adviser representative at a Xypn Sapphire office in Washington, by city and A to Z.
The short answer
3 registered advisors work at Xypn Sapphire in Washington, out of 51 nationwide; it's the firm's number 3 state by advisors, and the most are in Monroe (1). 2 list the CFP designation and 0 are also registered broker representatives.
Xypn Sapphire advisors by city in Washington
Every firm in Washington →Xypn Sapphire advisors in Washington, A to Z
Search by name →- Lance J. BestMonroe
- Sean A. HummelPuyallup · Certified Financial Planner
- Amy L. ShappellSeattle · Certified Financial Planner
Xypn Sapphire advisors in every state →Xypn Sapphire: assets, clients and custodians →Advisor Moves: who changed firms this week →
Xypn Sapphire in other states
Questions
How many Xypn Sapphire financial advisors are in Washington?
3 investment adviser representatives are registered at Xypn Sapphire offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 51 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Xypn Sapphire have the most advisors?
Monroe, with 1, then Puyallup (1). Xypn Sapphire has advisors in 3 cities in Washington.
How do I check a Xypn Sapphire 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 Xypn Sapphire office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.