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Financial ADVSR advisor directory · SEC adviser records

Fellowship Financial Planning financial advisors in Spokane, WA

Every SEC-registered investment adviser representative at a Fellowship Financial Planning office in Spokane, A to Z.

The short answer

4 registered advisors work at Fellowship Financial Planning in Spokane, out of 5 at the firm nationwide; it ranks number 32 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Fellowship Financial Planning advisors in Spokane, A to Z

Every Fellowship Financial Planning advisor →

Fellowship Financial Planning advisors in every city and state →Fellowship Financial Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →

Fellowship Financial Planning advisors in other cities

Couer D'Alene, ID 1

Other firms in Spokane

All Spokane advisors →

LPL Financial LLC 51Edward Jones 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 28Wells Fargo Clearing Services, LLC 22D.A. Davidson & Co. 18Ameriprise Financial Services, LLC 17Columbia Advisory Partners, LLC 16Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15Raymond James Financial Services Advisors, Inc. 15Morgan Stanley 14Quantum Financial Planning Services, Inc. 14

Questions

How many financial advisors does Fellowship Financial Planning have in Spokane?

4 investment adviser representatives are registered at Fellowship Financial Planning offices in Spokane, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Fellowship Financial Planning one of the largest advisor employers in Spokane?

Fellowship Financial Planning ranks number 32 in Spokane by registered advisors; LPL Financial LLC has the most, with 51.

How do I check a Fellowship Financial Planning advisor in Spokane?

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 Fellowship Financial Planning 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.