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

Minus sign iconPlus sign icon
  • United States Of America
    108
  • Canada
    1

Africa
1

Minus sign iconPlus sign icon
  • Nigeria
    1

Asia
1

Minus sign iconPlus sign icon
  • Turkey
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Financial Advocates's Leadership

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

Contact profiles from Financial Advocates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. W.
    Senior Manager
    Phone icon
    United StatesCalifornia
    Oct 21, 2024
  • Stylized image of a person
    M. W.
    Senior Manager
    Phone icon
    United StatesCalifornia
    Oct 21, 2024
  • Stylized image of a person
    M. M.
    Office Manager
    Phone icon
    United StatesCalifornia
    Sep 17, 2024
  • Stylized image of a person
    M. B.
    Operations Manager
    Phone icon
    United StatesWashington
    Oct 23, 2024
  • Stylized image of a person
    M. R.
    Account Manager
    Phone icon
    United StatesWashington
    Oct 22, 2024
  • Stylized image of a person
    M. M.
    Senior Compliance And Operations Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. S.
    Senior Compliance And Operations Manager
    Phone icon
    Jun 29, 2023
  • Stylized image of a person
    P. M.
    Client Relationship Manager
    Phone icon
    United StatesCalifornia
    Oct 21, 2024
  • Stylized image of a person
    T. J. J.
    Manager, Operations
    Phone icon
    United StatesWashington
    Oct 22, 2024
  • Stylized image of a person
    B. F.
    Senior Marketing Consultant
    Phone icon
    United StatesCalifornia
    Oct 21, 2024

Frequently Asked Questions

What is Financial Advocates known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.