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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lake Stevens, WA

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

The short answer

24 registered advisors work in Lake Stevens; the most are at Edward Jones (6). 2 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Lake Stevens

FirmAdvisors in Lake Stevens
Edward Jones news6
Eagle Strategies LLC4
Sound Financial, LLC3
State Farm Investment Management Corp.2
Wells Fargo Advisors Financial Network, LLC news2
Ameriprise Financial Services, LLC news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Raymond James Financial Services Advisors, Inc. news1
Strategic Advisers LLC1
The Goodland Group1
Wells Fargo Clearing Services, LLC news1

Advisors in Lake Stevens, A to Z

CFP advisors in Lake Stevens →

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 Lake Stevens, WA?

24 investment adviser representatives are registered at firm offices in Lake Stevens, Washington, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Lake Stevens?

Edward Jones, with 6 registered advisors in Lake Stevens, followed by Eagle Strategies LLC with 4.

How do I check a financial advisor in Lake Stevens?

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.