Financial ADVSR advisor directory · SEC adviser records
Guide Advisors, Inc. financial advisors in Bothell, WA
Every SEC-registered investment adviser representative at a Guide Advisors, Inc. office in Bothell, A to Z.
5 registered advisors work at Guide Advisors, Inc. in Bothell, out of 5 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Guide Advisors, Inc. advisors in Bothell, A to Z
Every Guide Advisors, Inc. advisor →- Randall E. DaveyInvestment adviser rep
- Kristine B. GeerCertified Financial Planner
- Ronald L. Geer Jr.Investment adviser rep
- Jonathan A. HerasInvestment adviser rep
- Todd M. SegerInvestment adviser rep
Guide Advisors, Inc. advisors in every city and state →Guide Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bothell
All Bothell advisors →Edward Jones 10LPL Financial LLC 7Raymond James Financial Services Advisors, Inc. 7J.P. Morgan Securities LLC 4Ameriprise Financial Services, LLC 3Cetera Investment Advisers LLC 3Global Retirement Partners LLC 3Osaic Wealth, Inc. 3
Questions
How many financial advisors does Guide Advisors, Inc. have in Bothell?
5 investment adviser representatives are registered at Guide Advisors, Inc. offices in Bothell, 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 Guide Advisors, Inc. one of the largest advisor employers in Bothell?
Guide Advisors, Inc. ranks number 4 in Bothell by registered advisors; Edward Jones has the most, with 10.
How do I check a Guide Advisors, Inc. advisor in Bothell?
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 Guide Advisors, Inc. 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.