INSIGHTSNEWS, ARTICLES AND FINANCIAL UPDATES
Financial Advocates Welcomes Eight Independent Advisors
OLYMPIA, WA, January 27, 2018 /24-7PressRelease/ — Financial Advocates welcomed eight independent advisors in the fourth quarter of 2017, all attributing the need for increased independence and more specialized support in compliance, business development and operations as primary factors in deciding to make the move.
“Independent advisors, no matter if they have just joined an independent broker-dealer, are a hybrid, or are registered as a pure RIA, face challenges as they grow their practices, especially when lawmakers consistently change the rules,” said Angela Vlach, President, and COO Financial Advocates. “No two practices are alike, and we have the expertise and bandwidth to deliver specialized services to satisfy the unique needs of each, so advisors can run their businesses without worry.”
Below are the eight advisors who recently joined Financial Advocates and their firm names.
– Brandon Faust, Cambridge Wealth Management
– Eric Runge, Veritas Wealth Management
– Gene Shook, NF Advisor
– Dustin Wintczak, Gesa Financial Solutions
– Steven Weiler, Northwest Financial Group
– John Closi, Clear Resource Group
– TJ Walker, Independent Financial Advisor
– Michael Bus, PNW Financial
About Financial Advocates
Financial Advocates, LLC (FA) provides servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. Organized in 1996, FA now serves over $11 billion in total assets; $3.4 billion in assets managed through the Registered Investment Advisor, Financial Advocates Investment Management (FAIM); $1.4 billion in assets managed through the Registered Investment Advisory subsidiary to LPL Financial (LPL); $3.5 billion in brokerage assets served through LPL; and approximately $2.7 billion in 401(k) assets advised. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or a RIA to achieve pure independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. FA provides services to more than 200 independent financial advisors, 11 banks and credit unions, and more than 100 support staff.
Financial Advocates and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products of engage in investment banking activities; this means advisors affiliated with LPL are not pressure of influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to reply on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information on LPL Financial, visit www.lpl.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates and LPL are separate entities.
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