Twelve Financial Advisors Seeking Independence Join Financial Advocates
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarterFinancial Advocates, a leading provider of superior, concierge-level services to...
Financial Advocates’ Ignite Conference Delivers New Perspectives, Strategies, and A Vision For The Future
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill and Michael WilsonFinancial Advocates’ fall conference, IGNITE, wrapped up last week at the Hilton Portland Downtown. Financial...
Financial Advocates’ Advisor and Partner in Philanthropy, Julie Rothmeier, Honored by Invest in Others
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.OLYMPIA, WA., July 18, 2019 – Financial Advocates’ advisor and partner in philanthropy, Julie Rothmeier, a...
Financial Advocates Continues To Attract Advisors with Expanded Custom Services Program
INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES OLYMPIA, WA., July 11, 2019 – Financial Advocates welcomes nine new independent advisors to the firm in the first half of 2019 with many attributing their decision to transition to the firm’s expanded custom services...
