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 Supervisory Jurisdiction (OSJ) with LPL in the Pacific Northwest, announced today that they have rolled out a performance assessment tool, Truelytics, for its financial...
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 Jurisdiction (OSJ) with LPL in the Pacific Northwest, a leading provider of superior, concierge-level services to independent advisors, welcomes a new wave of...
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 advisor Ashley Dusek, has joined Financial Advocates, an LPL firm that offers...
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 advisors need for success in 2021 Olympia, WA — March XX 2021— Financial Advocates, LLC (FA), a leading provider of superior, concierge-level services to independent...
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 — November 4, 2020 — Financial Advocates, LLC (FA) and its Hybrid RIA, Financial Advocates Investment Management (FAIM),...
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 -- Financial Advocates Investment Management (“FAIM”), a leading provider of superior, concierge-level services to independent advisors has been named to...
