Financial Advocates

Financial Advocates Employee Directory

Financial ServicesWashington, United States11-50 Employees

Since 1996, we have been providing advice and support to the financial services industry.

Our sole focus is the success of those we serve: Advisors working independently and within financial institutions—people dedicated to their professions and to meeting the needs of their clients.

As an office of supervisory jurisdiction (OSJ), supervision of our advisors’ practices is our core function. To us, supervision goes hand-in-hand with service. Advisors we serve rely on us to provide simplicity and guidance with open communication, which is highly beneficial in the current regulatory environment.

We’re continually seeking new pathways to success for our partners. These include marketing areas such as nonprofit programs, alliance relationships, and improved administrative procedures that can help advisors better focus on their clients. All efforts are aimed at streamlining operations and providing more effective results for the benefit of our partners.

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Financial Advocates, a registered investment advisor and separate entity from LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured bank deposits and are not FDIC insured. These products are not obligations of the bank and are not endorsed, recommended or guaranteed by the bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 

For a list of states in which we are registered to do business, please visit: financialadvocates.com

Find Financial Advocates employees' phone numbers or email addresses

Financial Advocates Global Highlights

Location
Employees

North America
109

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  • United States Of America
    108
  • Canada
    1

Africa
1

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  • Nigeria
    1

Asia
1

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  • Turkey
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Financial Advocates's Leadership

  • Stylized image of a person
    A. V.
    Chief Executive Officer, President
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    C. L.
    Chief Executive Officer
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    R. C.
    Chief Executive Officer
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  • Stylized image of a person
    S. P.
    Chief Growth Officer
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  • Stylized image of a person
    D. H. S.
    Owner
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  • Stylized image of a person
    J. P.
    Owner
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  • Stylized image of a person
    M. D.
    Partner/Relationship Manager
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  • Stylized image of a person
    M. M.
    President, Founder
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Contact profiles from Financial Advocates

Name
Title
Contact Info
Location
Last Update
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    S. P.
    Chief Growth Officer
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    United StatesCalifornia
    Oct 22, 2024
  • Stylized image of a person
    A. V.
    Chief Executive Officer, President
    Phone icon
    United StatesWashington
    Oct 24, 2024
  • Stylized image of a person
    C. L.
    Chief Executive Officer
    Phone icon
    United StatesNew Jersey
    Oct 17, 2024
  • Stylized image of a person
    D. H. S.
    Owner
    Phone icon
    United StatesNew Hampshire
    Oct 22, 2024
  • Stylized image of a person
    J. P.
    Owner
    Phone icon
    United StatesCalifornia
    Oct 17, 2024
  • Stylized image of a person
    M. D.
    Partner/Relationship Manager
    Phone icon
    United StatesWashington
    Jul 08, 2024
  • Stylized image of a person
    M. M.
    President, Founder
    Phone icon
    United StatesCalifornia
    Nov 15, 2023
  • Stylized image of a person
    R. C.
    Chief Executive Officer
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    Oct 21, 2024
  • Stylized image of a person
    B. B.
    Director Compliance
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    Oct 22, 2024
  • Stylized image of a person
    D. C.
    Director Of Business Consulting
    Phone icon
    United StatesCalifornia
    Oct 21, 2024

Frequently Asked Questions

What is Financial Advocates known for?

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Financial Advocates was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 1601 Cooper Point Road NW Olympia, Washington 98502 US; you can contact the main corporate office by phone at . Explore Financial Advocates's company overview page for more information.

What is Financial Advocates's most common email format?

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Financial Advocates employees' email format typically follows the pattern of . 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?

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Financial Advocates has approximately 34 employees as of June 2024. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Financial Advocates's key employees and leadership?

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As of June 2024, Financial Advocates's key employees include:

  • Chief Executive Officer, President: A. V.
  • Chief Executive Officer: C. L.
  • Chief Executive Officer: R. C.
  • Chief Growth Officer: S. P.
  • Owner: D. H. S.

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