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Financial ADVSR advisor directory · SEC adviser records

Truewealth Financial Partners financial advisors in Bellevue, WA

Every SEC-registered investment adviser representative at a Truewealth Financial Partners office in Bellevue, A to Z.

The short answer

3 registered advisors work at Truewealth Financial Partners in Bellevue, out of 5 at the firm nationwide; it ranks number 80 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Truewealth Financial Partners advisors in Bellevue, A to Z

Every Truewealth Financial Partners advisor →

Truewealth Financial Partners advisors in every city and state →Truewealth Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Truewealth Financial Partners advisors in other cities

De Pere, WI 1Phoenix, AZ 1

Other firms in Bellevue

All Bellevue advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 108Wells Fargo Clearing Services, LLC 86Coldstream Wealth Management 82Equitable Advisors, LLC 78UBS Financial Services Inc. 69Ameriprise Financial Services, LLC 55Morgan Stanley 47Strategic Advisers LLC 44Transamerica Financial Advisors, LLC 37LPL Financial LLC 35Charles Schwab & Co., Inc. 32Oppenheimer & Co. Inc. 28

Questions

How many financial advisors does Truewealth Financial Partners have in Bellevue?

3 investment adviser representatives are registered at Truewealth Financial Partners offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Truewealth Financial Partners one of the largest advisor employers in Bellevue?

Truewealth Financial Partners ranks number 80 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 108.

How do I check a Truewealth Financial Partners 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 Truewealth Financial Partners 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.