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Financial ADVSR advisor directory · SEC adviser records

Prentice Financial Planning, LLC financial advisors in Olympia, WA

Every SEC-registered investment adviser representative at a Prentice Financial Planning, LLC office in Olympia, A to Z.

4 registered advisors work at Prentice Financial Planning, LLC in Olympia, out of 4 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Prentice Financial Planning, LLC advisors in Olympia, A to Z

Every Prentice Financial Planning, LLC advisor →

Prentice Financial Planning, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Olympia

All Olympia advisors →

Edward Jones 16LPL Financial LLC 11Morgan Stanley 11Ameriprise Financial Services, LLC 7Kiley Juergens Wealth Management, LLC 6Capstone Investment Group 5Soundview Advisors 5Thrivent Investment Management Inc. 5J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Prentice Financial Planning, LLC have in Olympia?

4 investment adviser representatives are registered at Prentice Financial Planning, LLC offices in Olympia, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Prentice Financial Planning, LLC one of the largest advisor employers in Olympia?

Prentice Financial Planning, LLC ranks number 9 in Olympia by registered advisors; Edward Jones has the most, with 16.

How do I check a Prentice Financial Planning, LLC advisor in Olympia?

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 Prentice Financial Planning, LLC 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.