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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mount Vernon, WA

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

The short answer

24 registered advisors work in Mount Vernon; 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 Mount Vernon

FirmAdvisors in Mount Vernon
Edward Jones news6
Thrivent Investment Management Inc.3
Ameriprise Financial Services, LLC news2
Commonwealth Financial Network news2
Osaic Wealth, Inc. news2
State Farm Investment Management Corp.2
Empower Advisory Group, LLC1
Ep Wealth Advisors1
Focus Capital, LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Royal Fund Management, LLC1
The Retirement Solution LLC1

Advisors in Mount Vernon, A to Z

CFP advisors in Mount Vernon →

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 Mount Vernon, WA?

24 investment adviser representatives are registered at firm offices in Mount Vernon, 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 Mount Vernon?

Edward Jones, with 6 registered advisors in Mount Vernon, followed by Thrivent Investment Management Inc. with 3.

How do I check a financial advisor in Mount Vernon?

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.