INSIGHTSNEWS, ARTICLES AND FINANCIAL UPDATES
Herrin Financial Joins Financial Advocates from Raymond James
Financial Advocates continues to attract top advisors with their leadership and growth initiatives
OLYMPIA, WA., July 23, 2020 – Financial Advocates, a leading provider of superior, concierge-level services to independent advisors in the Pacific Northwest, today announced that Tom Herrin has joined Financial Advocates’ Hybrid RIA (Registered Investment Advisor), and broker-dealer, LPL Financial.
Seeking to expand his business, Herrin turned to Financial Advocates to leverage the firm’s robust support capabilities. “Financial Advocates offers a full suite of services, including custom support which can be tailored to my firm,” said Herrin, “Their virtual administrative support, marketing, and technology teams will help me free up more time, and overall position me to be better positioned to serve my clients.”
Located in Federal Way, Washington, Tom is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Life Underwriter™, and the Chartered Financial Consultant™ professional designations.
“We are confident the services we provide will help Tom continue to grow as an independent advisor and business owner. We find that many advisors spend less than 20% of their time meeting with clients and the rest of their time on non-revenue producing activities,” said Angela Vlach, President, and CEO of Financial Advocates. “Our goal is to keep advisors focused on growth and strengthening their client relationships. We’ve structured our custom services program to provide a one-stop, flexible outsourcing solution to satisfy most, if not all, of an advisor’s business needs.”
About Financial Advocates
Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide 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. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or pure RIA model to achieve greater independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. Financial Advocates and Financial Advocates Investment Management provide services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.
Financial Advocates, Financial Advocates Investment Management, 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.
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.