Financial Advocates Employee Directory

Q: What is Financial Advocates known for?

Financial Advocates was founded in 1996. Financial Advocates operates in the Financial Services industry.

Q: How many employees does Financial Advocates have currently?

Financial Advocates has approximately 34 employees.

Financial ServicesUnited States11-50 Employees

Financial Advocates was established a Super OSJ in 1996 to provide financial advisor practices with superior, concierge-level service. Today, Financial Advocates is powered by LPL Financial and serves as a financial advisor’s primary ally. We remove the obstacles advisors encounter as they transition, grow, and manage their independent practices. We help advisors elevate their practice, experience greater choice, and build their legacy. Our knowledgeable, diverse staff has the background, experience, and expertise to support independent advisors.

At Financial Advocates, we believe collaboration is the foundation of support. We work with financial advisors to build a customized service plan that meets their needs. With Financial Advocates you are independent, but never alone.

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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.

Find Financial Advocates employees' phone numbers or email addresses

Financial Advocates Global Highlights

North America
65

United States Of America
65

Africa
1

Nigeria
1

Financial Advocates's Leadership

D. H. S.
Owner
Mobile Phone
Email
M. M.
Director, Compliance And Operations At Financial Advocates
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
R. M.
Business Operations Consultant
Mobile Phone
Email

Contact profiles from Financial Advocates

Name

Title

Contact Info

Location

Last Update

D. H. S.
Owner
Mobile Phone
Email
United StatesNew Hampshire
Oct 22, 2024
M. M.
Director, Compliance And Operations At Financial Advocates
Mobile Phone
Email
United States
Oct 20, 2025
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
R. M.
Business Operations Consultant
Mobile Phone
Email
United StatesArizona
Oct 24, 2025
R. G.
Business Operations Consultant
Mobile Phone
Email
United StatesArizona
Jul 16, 2025
B. R.
Client Care Specialist / Financial Advisor Assistant
Mobile Phone
Email
United StatesMontana
Aug 10, 2025

Frequently Asked Questions

What is Financial Advocates known for?

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

+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 . 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 34 employees as of October 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Financial Advocates's key employees and leadership?

As of October 2025, Financial Advocates's key employees include:

Owner: D. H. S.
Director, Compliance And Operations At Financial Advocates: M. M.
Director Compliance: B. B.
Director: H. P.
Director Of Financial Reporting: I. W.

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