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Financial ADVSR advisor directory · SEC adviser records

B3 Wealth Strategies financial advisors in Bellevue, WA

Every SEC-registered investment adviser representative at a B3 Wealth Strategies office in Bellevue, A to Z.

4 registered advisors work at B3 Wealth Strategies in Bellevue, out of 4 at the firm nationwide; it ranks number 60 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.

B3 Wealth Strategies advisors in Bellevue, A to Z

Every B3 Wealth Strategies advisor →

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Other firms in Bellevue

All Bellevue advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 91Coldstream Wealth Management 78Equitable Advisors, LLC 77UBS Financial Services Inc. 65Ameriprise Financial Services, LLC 52Morgan Stanley 48Strategic Advisers LLC 41Transamerica Financial Advisors, LLC 36LPL Financial LLC 34Charles Schwab & Co., Inc. 30Scs 29

Questions

How many financial advisors does B3 Wealth Strategies have in Bellevue?

4 investment adviser representatives are registered at B3 Wealth Strategies offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.

Is B3 Wealth Strategies one of the largest advisor employers in Bellevue?

B3 Wealth Strategies ranks number 60 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

How do I check a B3 Wealth Strategies advisor in Bellevue?

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 B3 Wealth Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.