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...

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...

Angela Vlach Named CEO of Financial Advocates, Making Her The First Female Leader of a Large Enterprise at LPL Financial
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 effective November 2019. Vlach has...

Financial Advocates Announces New Location in Tacoma
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, Suite 407, Tacoma, WA 98402. The Tacoma...