Financial ADVSR advisor directory · SEC adviser records
Financial advisors in University Place, WA
Every SEC-registered investment adviser representative at a firm office in University Place, with the firms that employ the most of them.
29 registered advisors work in University Place; the most are at LPL Financial LLC (5). 4 list the CFP designation and 27 are also registered broker representatives.
Firms with the most advisors in University Place
Advisors in University Place, A to Z
CFP advisors in University Place →- Nicolas BoultonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sue C. BowmanPfs Investments Inc.
- Jon Britt IIEdward Jones
- John ChitaleyCetera Investment Advisers LLC · Certified Financial Planner
- Ian B. CorneilleEdward Jones
- Tristan M. CoudrietAmeriprise Financial Services, LLC
- Roberta J. DonleyWells Fargo Clearing Services, LLC
- John D. DubinskyNorth Financial Inc.
- Jason K. FranklinLPL Enterprise, LLC
- Elizabeth HartleyGlobal Retirement Partners LLC
- Brighton A. HollisTransamerica Financial Advisors, LLC
- Colby J. JoestenLPL Financial LLC
- Kevin J. KemakAllstate Financial Advisors, LLC
- Daniele M. LedvinaPfs Investments Inc.
- Lon R. LedvinaPfs Investments Inc.
- Jason R. LightEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Randall C. MaagOsaic Wealth, Inc.
- Sarah E. ManleyPfs Investments Inc.
- Christopher M. McNabbEdward Jones · Certified Financial Planner
- Sangly A. MenJ.P. Morgan Securities LLC
- Erik D. MickelsonLPL Financial LLC
- William T. MoodyPfs Investments Inc.
- Deborrah M. MurphyOsaic Wealth, Inc.
- Gregory M. NelsonLPL Financial LLC
- Daniel P. OstlundPinkerton Wealth Partners
- Christopher A. PanagiotuLPL Financial LLC · Certified Financial Planner
- Danielle RoseBankers Life Advisory Services, Inc.
- Rylee A. SivertsenGlobal Retirement Partners LLC
- Jose Veliz IIILPL Financial LLC
Other cities in Washington
All of Washington →Seattle 1,957Bellevue 1,378Spokane 501Vancouver 478Camas 339Tacoma 292Kirkland 276Bellingham 202Mercer Island 153Gig Harbor 134Kennewick 127Redmond 113Edmonds 106Olympia 104Everett 102Renton 102Issaquah 99Lynnwood 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Spokane Valley 67
Questions
How many financial advisors are in University Place, WA?
29 investment adviser representatives are registered at firm offices in University Place, Washington, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in University Place?
LPL Financial LLC, with 5 registered advisors in University Place, followed by Pfs Investments Inc. with 5.
How do I check a financial advisor in University Place?
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.