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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Burlington, WA

Every SEC-registered investment adviser representative at a firm office in Burlington, with the firms that employ the most of them.

The short answer

16 registered advisors work in Burlington; the most are at D.A. Davidson & Co. (5). 1 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Burlington

FirmAdvisors in Burlington
D.A. Davidson & Co.5
Edward Jones news4
Cetera Investment Advisers LLC news2
State Farm Investment Management Corp.2
Banner Investment Consultants1
Key Investment Services LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1

Advisors in Burlington, A to Z

CFP advisors in Burlington →

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 Burlington, WA?

16 investment adviser representatives are registered at firm offices in Burlington, Washington, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Burlington?

D.A. Davidson & Co., with 5 registered advisors in Burlington, followed by Edward Jones with 4.

How do I check a financial advisor in Burlington?

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.