Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Mountlake Terrace, WA
Every SEC-registered investment adviser representative at a firm office in Mountlake Terrace, with the firms that employ the most of them.
12 registered advisors work in Mountlake Terrace; the most are at Edward Jones (3). 2 list the CFP designation and 9 are also registered broker representatives.
Firms with the most advisors in Mountlake Terrace
| Firm | Advisors in Mountlake Terrace |
|---|---|
| Edward Jones news | 3 |
| Commonwealth Financial Network news | 2 |
| Creative Money LLC | 2 |
| Blue Ridge Investments LLC | 1 |
| Eagle Strategies LLC | 1 |
| Equitable Advisors, LLC news | 1 |
| State Farm Investment Management Corp. | 1 |
| Tiaa-Cref Individual & Institutional Services, LLC | 1 |
Advisors in Mountlake Terrace, A to Z
CFP advisors in Mountlake Terrace →- Alexander BagdasarovState Farm Investment Management Corp.
- Sergio ColonEdward Jones
- Penelope Claire C. HolmesCreative Money LLC · Certified Financial Planner
- Lance D. JacobsenEdward Jones
- Samantha M. KirbyCreative Money LLC · Certified Financial Planner
- Zachariah L. RobinsonEagle Strategies LLC · Chartered Financial Consultant
- Gerard L. SuarezCommonwealth Financial Network
- Allison D. SweeneyCommonwealth Financial Network
- Andargachew Z. TadesseTiaa-Cref Individual & Institutional Services, LLC
- Sumiko TakuBlue Ridge Investments LLC
- Robert D. TiegsEdward Jones
- Laron T. WilliamsEquitable Advisors, LLC
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 Mountlake Terrace, WA?
12 investment adviser representatives are registered at firm offices in Mountlake Terrace, Washington, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Mountlake Terrace?
Edward Jones, with 3 registered advisors in Mountlake Terrace, followed by Commonwealth Financial Network with 2.
How do I check a financial advisor in Mountlake Terrace?
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.