What departments does Financial Advocates have?

Financial Advocates has employees across 5 departments including Marketing, Finance, Operations, Banking, Analytics.

What is the largest department at Financial Advocates?

The largest department at Financial Advocates is Operations with 2 employees.

Where are Financial Advocates employees located globally?

Financial Advocates has employees across 1 continents and 1 countries including United States Of America.

How has Financial Advocates's team size changed over time?

Financial Advocates's team has decreased from approximately 39 to 37 employees based on available data.

Financial Advocates Employee Directory

Financial ServicesWashington, United States11-50 Employees

Financial Advocates, founded in 1996 as a Super OSJ, provides support services to financial advisor practices to help them transition, grow, and manage independent offerings. Now backed by LPL Financial, the firm serves as a partner for independent advisors, helping them overcome obstacles during transitions and in ongoing practice management. The company emphasizes collaboration and offers customized service plans intended to fit each advisor's needs while preserving independence.

Based in Olympia, Washington, the firm serves independent financial advisor practices seeking operational guidance and strategic assistance. Its staff brings diverse experience to support growth and ongoing practice management, with securities and advisory services offered through LPL Financial, a Registered Investment Advisor. In 2022, Financial Advocates announced a partnership with Truelytics to help advisors gain better insight into their practice for informed business planning.

Financial Advocates Global Highlights

North America
62

United States Of America
62

Financial Advocates's Leadership

A. S.
Director Marketing
Mobile Phone
Email
B. B.
Director Compliance
Mobile Phone
Email
H. P.
Director
Mobile Phone
Email
I. W.
Director Of Financial Reporting
Mobile Phone
Email
M. M.
Senior Compliance And Operations Manager
Mobile Phone
Email
M. S.
Senior Compliance And Operations Manager
Mobile Phone
Email
A. S.
Financial Advisor
Mobile Phone
Email
C. M.
Analytics Associate
Mobile Phone
Email

Financial Advocates Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Sales
Business Development
Finance
Other
Business
Consultant

Contact profiles from Financial Advocates

Name

Title

Contact

Location

Last Update

A. S.
Director Marketing
Mobile Phone
Email
Oct 19, 2022
B. B.
Director Compliance
Mobile Phone
Email
Oct 22, 2024
H. P.
Director
Mobile Phone
Email
Oct 22, 2024
I. W.
Director Of Financial Reporting
Mobile Phone
Email
Oct 17, 2024
M. M.
Senior Compliance And Operations Manager
Mobile Phone
Email
Oct 17, 2024
M. S.
Senior Compliance And Operations Manager
Mobile Phone
Email
Jun 29, 2023
A. S.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
C. M.
Analytics Associate
Mobile Phone
Email
Jan 08, 2024
K. V.
Client Care Specialist
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Financial Advocates known for?

Financial Advocates was founded in 1996 and operates in the Financial Services industry. You can contact Financial Advocates's main corporate office by phone at

+1-360-866-****

. Explore Financial Advocates's company overview page for more information.

What is Financial Advocates's most common email format?

Financial Advocates employees' email format typically follows the pattern of FLast@financialadvocates.com. Trying to find reliable and up-to-date employee contact data? Find more Financial Advocates email formats with LeadIQ.

How many employees does Financial Advocates have currently?

Financial Advocates has approximately 30 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Financial Advocates's key employees and leadership?

As of August 2026, Financial Advocates's key employees include:

Director Marketing: A. S.
Director Compliance: B. B.
Director: H. P.
Director Of Financial Reporting: I. W.
Senior Compliance And Operations Manager: M. M.

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Financial Advocates Employee Directory

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