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Financial ADVSR advisor directory · SEC adviser records

Martel Wealth Advisors, LLC financial advisors in Vancouver, WA

Every SEC-registered investment adviser representative at a Martel Wealth Advisors, LLC office in Vancouver, A to Z.

The short answer

5 registered advisors work at Martel Wealth Advisors, LLC in Vancouver, out of 5 at the firm nationwide; it ranks number 23 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Martel Wealth Advisors, LLC advisors in Vancouver, A to Z

Every Martel Wealth Advisors, LLC advisor →

Martel Wealth Advisors, LLC advisors in every city and state →Martel Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Vancouver

All Vancouver advisors →

Wells Fargo Clearing Services, LLC 50LPL Financial LLC 47Edward Jones 33Ameriprise Financial Services, LLC 30Morgan Stanley 26Strategic Advisers LLC 22Advisor Share Wealth Management, LLC 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 17First Pacific Financial, Inc. 16Fisher\smb 16Johnson Bixby 12J.P. Morgan Securities LLC 10

Questions

How many financial advisors does Martel Wealth Advisors, LLC have in Vancouver?

5 investment adviser representatives are registered at Martel Wealth Advisors, LLC offices in Vancouver, 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 Martel Wealth Advisors, LLC one of the largest advisor employers in Vancouver?

Martel Wealth Advisors, LLC ranks number 23 in Vancouver by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 50.

How do I check a Martel Wealth Advisors, LLC advisor in Vancouver?

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 Martel Wealth Advisors, 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.