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...

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...

Angela Vlach Named CEO of Financial Advocates, Making Her The First Female Leader of a Large Enterprise at LPL Financial

by Financial Advocates | Nov 13, 2019 | Press Release

INSIGHTS NEWS, ARTICLES AND FINANCIAL UPDATES Gary Campbell to assume the role of Chief Strategy OfficerOLYMPIA, WA., November 13, 2019 – Financial Advocates today announced that Angela Vlach has been appointed Chief Executive Officer and LPL Branch Office Manager...

Financial Advocates Announces New Location in Tacoma

by Financial Advocates | Jun 1, 2017 | Press Release

INSIGHTS News, Articles and Financial Updates OLYMPIA, WA, June 01, 2017 — Financial Advocates LLC is pleased to announce their new office in the city of Tacoma, WA is now open. The new office is located in the Provident Building located at 917 Pacific Avenue,...