INSIGHTS
News, Articles and Financial Updates
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...

Twelve Financial Advisors Seeking Independence Join Financial Advocates
Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarterFinancial Advocates, a leading provider of superior, concierge-level services to independent advisors in the Pacific...

Financial Advocates’ Ignite Conference Delivers New Perspectives, Strategies, and A Vision For The Future
Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill and Michael WilsonFinancial Advocates' fall conference, IGNITE, wrapped up last week at the Hilton Portland Downtown. Financial Advocates' and LPL Financial home...

Financial Advocates’ Advisor and Partner in Philanthropy, Julie Rothmeier, Honored by Invest in Others
Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.OLYMPIA, WA., July 18, 2019 - Financial Advocates’ advisor and partner in philanthropy, Julie Rothmeier, a retirement planning specialist and founder...

Financial Advocates Continues To Attract Advisors with Expanded Custom Services Program
OLYMPIA, WA., July 11, 2019 – Financial Advocates welcomes nine new independent advisors to the firm in the first half of 2019 with many attributing their decision to transition to the firm's expanded custom services program. In 2018, Financial Advocates...

Financial Advocates Named as a Finalist for Two WealthManagement.com 2019 Industry Awards
OLYMPIA, WA., JUNE 26, 2019 – Financial Advocates has been named a finalist for WealthManagement.com’s 2019 Industry Awards in two categories; Non-Custodial RIA Support Platforms for their enhanced Virtual Custom Services and Succession/Ownership...