Financial ADVSR advisor directory · SEC adviser records

Sage Advisors, LLC financial advisors in Edmonds, WA

Every SEC-registered investment adviser representative at a Sage Advisors, LLC office in Edmonds, A to Z.

3 registered advisors work at Sage Advisors, LLC in Edmonds, out of 3 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Sage Advisors, LLC advisors in Edmonds, A to Z

Every Sage Advisors, LLC advisor →

Michael R. BellInvestment adviser rep
Jordan D. ColeCertified Financial Planner, Chartered Financial Analyst
Russell D. ColeChartered Financial Consultant

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Other firms in Edmonds

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Edward Jones 12 Zevenbergen Capital Investments LLC 12 Ameriprise Financial Services, LLC 11 LPL Financial LLC 9 RBC Capital Markets, LLC 7 J.P. Morgan Securities LLC 5 Cetera Investment Advisers LLC 4 Harbour Investments, Inc. 4 Pacific Sage Partners, LLC 4 State Farm Investment Management Corp. 3 Strategic Advisers LLC 3

Questions

How many financial advisors does Sage Advisors, LLC have in Edmonds?

3 investment adviser representatives are registered at Sage Advisors, LLC offices in Edmonds, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Sage Advisors, LLC one of the largest advisor employers in Edmonds?

Sage Advisors, LLC ranks number 10 in Edmonds by registered advisors; Edward Jones has the most, with 12.

How do I check a Sage Advisors, LLC advisor in Edmonds?

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 Sage Advisors, LLC 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.