Financial ADVSR advisor directory · SEC adviser records
Wafd Wealth, Inc. financial advisors in Seattle, WA
Every SEC-registered investment adviser representative at a Wafd Wealth, Inc. office in Seattle, A to Z.
12 registered advisors work at Wafd Wealth, Inc. in Seattle, out of 12 at the firm nationwide; it ranks number 31 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Wafd Wealth, Inc. advisors in Seattle, A to Z
Every Wafd Wealth, Inc. advisor →- Erik D. AustinInvestment adviser rep
- Robert CampbellInvestment adviser rep
- John F. ChavezCertified Financial Planner
- Janiece D. CollopyInvestment adviser rep
- Mollie R. ConnellyInvestment adviser rep
- Dakota R. CryerInvestment adviser rep
- Ka L. LawInvestment adviser rep
- Elizabeth L. ParrisInvestment adviser rep
- Loren N. SanchezCertified Financial Planner
- Emily E. SchwartzInvestment adviser rep
- Michael J. ThompsonChartered Financial Analyst
- Aidan I. TinnonInvestment adviser rep
Wafd Wealth, Inc. advisors in every city and state →Wafd Wealth, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Seattle
All Seattle advisors →Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 123Wells Fargo Clearing Services, LLC 113Brighton Jones LLC 104J.P. Morgan Securities LLC 95LPL Financial LLC 74UBS Financial Services Inc. 74RBC Capital Markets, LLC 64Edward Jones 61Robert W. Baird & Co. Incorporated 58D.A. Davidson & Co. 51Strategic Advisers LLC 51
Questions
How many financial advisors does Wafd Wealth, Inc. have in Seattle?
12 investment adviser representatives are registered at Wafd Wealth, Inc. offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Wafd Wealth, Inc. one of the largest advisor employers in Seattle?
Wafd Wealth, Inc. ranks number 31 in Seattle by registered advisors; Morgan Stanley has the most, with 144.
How do I check a Wafd Wealth, Inc. advisor in Seattle?
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 Wafd Wealth, Inc. 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.