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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Poulsbo, WA

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

The short answer

31 registered advisors work in Poulsbo; the most are at Edward Jones (8). 4 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Poulsbo

FirmAdvisors in Poulsbo
Edward Jones news8
Commonwealth Financial Network news4
Ameriprise Financial Services, LLC news3
Clear Creek Financial Management, LLC2
J.P. Morgan Securities LLC news2
Raymond James Financial Services Advisors, Inc. news2
Federal Benefits Advisors1
Illumine Investment Management, LLC1
Kestra Advisory Services, LLC news1
Key Investment Services LLC1
LPL Financial LLC news1
MML Investors Services, LLC1
Principal Securities, Inc.1
Strategic Advisers LLC1
Turloff Financial Consulting Inc.1
Wealth Solutions By Design, Pllc1
West Ridge Advisors1

Advisors in Poulsbo, A to Z

CFP advisors in Poulsbo →

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 Poulsbo, WA?

31 investment adviser representatives are registered at firm offices in Poulsbo, Washington, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Poulsbo?

Edward Jones, with 8 registered advisors in Poulsbo, followed by Commonwealth Financial Network with 4.

How do I check a financial advisor in Poulsbo?

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.