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Financial ADVSR advisor directory · SEC adviser records

Madrona Financial & CPAS financial advisors in Everett, WA

Every SEC-registered investment adviser representative at a Madrona Financial & CPAS office in Everett, A to Z.

5 registered advisors work at Madrona Financial & CPAS in Everett, out of 8 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Madrona Financial & CPAS advisors in Everett, A to Z

Every Madrona Financial & CPAS advisor →

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

Madrona Financial & CPAS advisors in other cities

Park City, UT 1Redmond, WA 1Tacoma, WA 1

Other firms in Everett

All Everett advisors →

Edward Jones 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 14UBS Financial Services Inc. 14LPL Financial LLC 12D.A. Davidson & Co. 9State Farm Investment Management Corp. 5Raymond James Financial Services Advisors, Inc. 4Pacific Crest Financial Advisors, LLC 3Pfs Investments Inc. 3U.S. Bancorp Advisors, LLC 3

Questions

How many financial advisors does Madrona Financial & CPAS have in Everett?

5 investment adviser representatives are registered at Madrona Financial & CPAS offices in Everett, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Madrona Financial & CPAS one of the largest advisor employers in Everett?

Madrona Financial & CPAS ranks number 6 in Everett by registered advisors; Edward Jones has the most, with 16.

How do I check a Madrona Financial & CPAS advisor in Everett?

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 Madrona Financial & CPAS 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.