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Financial ADVSR advisor directory · SEC adviser records

West Invest financial advisors in Bellingham, WA

Every SEC-registered investment adviser representative at a West Invest office in Bellingham, A to Z.

The short answer

6 registered advisors work at West Invest in Bellingham, out of 6 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

West Invest advisors in Bellingham, A to Z

Every West Invest advisor →

West Invest advisors in every city and state →West Invest: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bellingham

All Bellingham advisors →

Saturna Capital Corporation 29Edward Jones 18LPL Financial LLC 18Morgan Stanley 13Financial Plan, Inc. 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Wells Fargo Clearing Services, LLC 8Skyline Advisors, Inc. 7D.A. Davidson & Co. 6Tradewinds Capital Management, LLC 6Ameriprise Financial Services, LLC 5Waycross Investment Management Co. 4

Questions

How many financial advisors does West Invest have in Bellingham?

6 investment adviser representatives are registered at West Invest offices in Bellingham, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is West Invest one of the largest advisor employers in Bellingham?

West Invest ranks number 11 in Bellingham by registered advisors; Saturna Capital Corporation has the most, with 29.

How do I check a West Invest advisor in Bellingham?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.