Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Anacortes, WA
Every SEC-registered investment adviser representative at a firm office in Anacortes, with the firms that employ the most of them.
The short answer
19 registered advisors work in Anacortes; the most are at Edward Jones (8). 7 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Anacortes
| Firm | Advisors in Anacortes |
|---|---|
| Edward Jones news | 8 |
| First Command Advisory Services | 2 |
| LPL Financial LLC news | 2 |
| Raymond James Financial Services Advisors, Inc. news | 2 |
| Champion Financial Planning LLC | 1 |
| Kestra Advisory Services, LLC news | 1 |
| Performance Tracking Inc. | 1 |
| State Farm Investment Management Corp. | 1 |
| U.S. Bancorp Advisors, LLC | 1 |
Advisors in Anacortes, A to Z
CFP advisors in Anacortes →- Sasha J. BollmanFirst Command Advisory Services
- James C. BunkerPerformance Tracking Inc.
- Janie S. CraneEdward Jones
- Alana R. CrouchFirst Command Advisory Services
- Keith A. HamiltonLPL Financial LLC · Certified Financial Planner
- Amy L. HongKestra Advisory Services, LLC · Certified Financial Planner
- Benjamin N. JensenEdward Jones · Certified Financial Planner
- Craig H. JohnsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Elliott H. JohnsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Troy W. KunzEdward Jones · Certified Financial Planner
- Heather A. LaddState Farm Investment Management Corp. · Chartered Financial Consultant
- Carmine R. LafleurU.S. Bancorp Advisors, LLC
- Gerrit R. MaatkampEdward Jones
- Jonathan R. MontesEdward Jones · Certified Financial Planner
- Kyle G. RashChampion Financial Planning LLC · Chartered Financial Consultant
- Steven W. RutzEdward Jones
- Erik D. SaundersLPL Financial LLC
- Aaron M. TaborEdward Jones
- Gary L. ThramerEdward Jones
Other cities in Washington
All of Washington →Seattle 1,964Bellevue 1,401Spokane 514Vancouver 494Camas 300Tacoma 288Kirkland 276Bellingham 198Mercer Island 157Gig Harbor 136Kennewick 123Redmond 111Edmonds 104Everett 104Lynnwood 103Yakima 103Olympia 101Renton 99Issaquah 93Federal Way 89Silverdale 80Bothell 73Spokane Valley 67Wenatchee 66
Questions
How many financial advisors are in Anacortes, WA?
19 investment adviser representatives are registered at firm offices in Anacortes, Washington, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in Anacortes?
Edward Jones, with 8 registered advisors in Anacortes, followed by First Command Advisory Services with 2.
How do I check a financial advisor in Anacortes?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.