Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in Kirkland, WA
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Kirkland, A to Z.
The short answer
11 registered advisors work at Focus Partners Wealth, LLC in Kirkland, out of 952 at the firm nationwide; it ranks number 8 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors in Kirkland, A to Z
Every Focus Partners Wealth, LLC advisor →- Gregory P. CamperosCertified Financial Planner
- Unifia Y. ChoiInvestment adviser rep
- Justin C. DimeCertified Financial Planner, Chartered Financial Consultant
- Natalie Beth N. FischerInvestment adviser rep
- Kyle J. GionetCertified Financial Planner
- Samuel C. Maxwell IIIInvestment adviser rep
- Thomas C. MyersCertified Financial Planner, Chartered Financial Analyst
- Xiaoyuan ShangInvestment adviser rep
- Jon C. SnareCertified Financial Planner, Chartered Financial Analyst
- Jamshedi UmarzodaInvestment adviser rep
- Yaxin ZhaiInvestment adviser rep
Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC advisors in other cities
St. Louis, MO 151Chicago, IL 53Atlanta, GA 32Boston, MA 30Deerfield, IL 27Scottsdale, AZ 22Clayton, MO 21Wellesley, MA 21Menlo Park, CA 19Nashville, TN 17Denver, CO 16Indianapolis, IN 15New York, NY 15Seattle, WA 15Westport, CT 15
Other firms in Kirkland
All Kirkland advisors →Morgan Stanley 59RBC Capital Markets, LLC 25Raymond James & Associates, Inc. 19Ameriprise Financial Services, LLC 16Edward Jones 13Strategic Advisers LLC 13Raymond James Financial Services Advisors, Inc. 12LPL Financial LLC 7Spg Advisors LLC 7Equitable Advisors, LLC 6Robinswood Financial 5J.P. Morgan Securities LLC 4
Questions
How many financial advisors does Focus Partners Wealth, LLC have in Kirkland?
11 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Kirkland, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 952 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Focus Partners Wealth, LLC one of the largest advisor employers in Kirkland?
Focus Partners Wealth, LLC ranks number 8 in Kirkland by registered advisors; Morgan Stanley has the most, with 59.
How do I check a Focus Partners Wealth, LLC advisor in Kirkland?
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 Focus Partners Wealth, 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.