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Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

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...
Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL’s Acquisition of Waddell & Reed

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...
Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

LPL Nabs $150M FA Practice from Blucora’s Avantax

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...
Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

Financial Advocates Celebrates 25 Years in Business, Expands Marketing Consulting Services to Support Financial Advisors in 2021

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...
Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

Financial Advocates Investment Management Selects KCD PR as Agency of Record

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 —...
Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

Financial Advocates Investment Management Named to Barron’s 2020 List of Top U.S. RIA Firms

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...
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The investment professionals associated with this site are registered representatives of LPL Financial.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates and LPL Financial are separate entities.

The representative(s) associated with this site may discuss and/or transact business with residents of all fifty states.

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