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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Liberty Lake, WA

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

34 registered advisors work in Liberty Lake; the most are at Pfs Investments Inc. (9). 3 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Liberty Lake

FirmAdvisors in Liberty Lake
Pfs Investments Inc.9
Alliant Securities, Inc. Turner, Nord, Kienbaum6
Thrivent Investment Management Inc.3
Edward Jones news2
Raymond James Financial Services Advisors, Inc. news2
State Farm Investment Management Corp.2
Cambridge Investment Research Advisors, Inc. news1
Carlson Financial Advisory, LLC1
Cetera Investment Advisers LLC news1
D.A. Davidson & Co.1
Hull Wealth Management LLC1
J.P. Morgan Securities LLC news1
Long Bridge Capital Management1
Northwest Asset Management1
Principal Securities, Inc.1
Simple Wealth LLC1

Advisors in Liberty Lake, A to Z

CFP advisors in Liberty Lake →

Other cities in Washington

All of Washington →

Seattle 1,957Bellevue 1,378Spokane 501Vancouver 478Camas 339Tacoma 292Kirkland 276Bellingham 202Mercer Island 153Gig Harbor 134Kennewick 127Redmond 113Edmonds 106Olympia 104Everett 102Renton 102Issaquah 99Lynnwood 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Spokane Valley 67

Questions

How many financial advisors are in Liberty Lake, WA?

34 investment adviser representatives are registered at firm offices in Liberty Lake, Washington, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Liberty Lake?

Pfs Investments Inc., with 9 registered advisors in Liberty Lake, followed by Alliant Securities, Inc. Turner, Nord, Kienbaum with 6.

How do I check a financial advisor in Liberty Lake?

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.