Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Mukilteo, WA
Every SEC-registered investment adviser representative at a firm office in Mukilteo, with the firms that employ the most of them.
The short answer
14 registered advisors work in Mukilteo; the most are at Edward Jones (5). 2 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Mukilteo
| Firm | Advisors in Mukilteo |
|---|---|
| Edward Jones news | 5 |
| Wms Wealth Management LLC | 2 |
| Aspire Capital Advisors LLC | 1 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| J.P. Morgan Securities LLC news | 1 |
| LPL Financial LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Simplicity Wealth | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Mukilteo, A to Z
CFP advisors in Mukilteo →- Sean T. BolenSimplicity Wealth
- Hae Ji ChongJ.P. Morgan Securities LLC
- Paul B. EllisCambridge Investment Research Advisors, Inc.
- Vick GuoStrategic Advisers LLC · Certified Financial Planner
- Paul D. JohnsonEdward Jones
- Doug W. MillerEdward Jones
- Katherine J. PolicaniAspire Capital Advisors LLC
- Tanner J. ReiserMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brent E. SchwartzEdward Jones · Certified Financial Planner
- Ryan SmolkoEdward Jones
- Candace K. SwayneWms Wealth Management LLC
- William M. SwayneWms Wealth Management LLC
- Aaron R. WolfeEdward Jones
- Yaming ZhouLPL Financial LLC
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 Mukilteo, WA?
14 investment adviser representatives are registered at firm offices in Mukilteo, Washington, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Mukilteo?
Edward Jones, with 5 registered advisors in Mukilteo, followed by Wms Wealth Management LLC with 2.
How do I check a financial advisor in Mukilteo?
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.