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Edelman Financial Engines financial advisors in Lynnwood, WA
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Lynnwood, A to Z.
The short answer
9 registered advisors work at Edelman Financial Engines in Lynnwood, out of 650 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Lynnwood, A to Z
Every Edelman Financial Engines advisor →- Matthew E. BoelterInvestment adviser rep
- Douglas B. CusterCertified Financial Planner
- Marcus D. DusenburyInvestment adviser rep
- Amadeus J. FregaInvestment adviser rep
- Cameron B. FyhrieInvestment adviser rep
- Benjamin D. HicksCertified Financial Planner
- Don R. NorrisInvestment adviser rep
- Lisa M. ParkeInvestment adviser rep
- Wing Yan YuenInvestment adviser rep
Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edelman Financial Engines advisors in other cities
Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6Houston, TX 6
Other firms in Lynnwood
All Lynnwood advisors →Strategic Advisers LLC 23LPL Financial LLC 17Chaney Capital Management Inc. 6Comprehensive Wealth Management 6Charles Schwab & Co., Inc. 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5
Questions
How many financial advisors does Edelman Financial Engines have in Lynnwood?
9 investment adviser representatives are registered at Edelman Financial Engines offices in Lynnwood, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in Lynnwood?
Edelman Financial Engines ranks number 3 in Lynnwood by registered advisors; Strategic Advisers LLC has the most, with 23.
How do I check a Edelman Financial Engines advisor in Lynnwood?
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 Edelman Financial Engines 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.