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Financial ADVSR advisor directory · SEC adviser records

Sound Financial, LLC financial advisors in Lake Stevens, WA

Every SEC-registered investment adviser representative at a Sound Financial, LLC office in Lake Stevens, A to Z.

The short answer

4 registered advisors work at Sound Financial, LLC in Lake Stevens, out of 4 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Sound Financial, LLC advisors in Lake Stevens, A to Z

Every Sound Financial, LLC advisor →

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

Other firms in Lake Stevens

All Lake Stevens advisors →

Edward Jones 6Eagle Strategies LLC 4

Questions

How many financial advisors does Sound Financial, LLC have in Lake Stevens?

4 investment adviser representatives are registered at Sound Financial, LLC offices in Lake Stevens, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Sound Financial, LLC one of the largest advisor employers in Lake Stevens?

Sound Financial, LLC ranks number 3 in Lake Stevens by registered advisors; Edward Jones has the most, with 6.

How do I check a Sound Financial, LLC advisor in Lake Stevens?

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 Sound Financial, 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.