by Financial Advocates | Jul 21, 2022 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers Olympia, Wash. — June 21, 2022 — Financial Advocates, LLC (FA), one of the largest Offices of...
by Financial Advocates | Sep 28, 2021 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL’s Acquisition of Waddell & Reed OLYMPIA, WASH. (PRWEB) SEPTEMBER 28, 2021 Financial Advocates, LLC (FA), the largest Office of Supervisory...
by Financial Advocates | Jun 2, 2021 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES LPL Nabs $150M FA Practice from Blucora’s Avantax LPL Financial says it has lured another wealth management team from Avantax Investment Services, part of Blucora. Longview, Texas-based Benchmark Financial Services, led by...
by Financial Advocates | Mar 24, 2021 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Celebrates 25 Years in Business, Expands Marketing Consulting Services to Support Financial Advisors in 2021 The company’s high-touch service continues to strengthen the arsenal of tools independent...
by Financial Advocates | Nov 12, 2020 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Investment Management Selects KCD PR as Agency of Record Financial Advocates will capitalize on KCD PR’s advanced capabilities to boost the company’s strategic communications platform San Diego, CA —...
by Financial Advocates | Oct 9, 2020 | Press Release
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates Investment Management Named to Barron’s 2020 List of Top U.S. RIA Firms The RIA Firm Continues to Attract Top Financial Advisors with Unmatched Partner Support Olympia, WA, Oct. 09, 2020...
