INSIGHTS
News, Articles and Financial UpdatesFinancial 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...
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...
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 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 —...
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 —...
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...
Financial Advocates Welcomes Michael Wren, Long Time KMS Financial Services Advisor
Financial Advocates Continues to Attract Pacific Northwest Advisors OLYMPIA, WA., August 24, 2020 – Financial Advocates, a leading provider of...
Angela Vlach Named to the LPL Advisor Council
OLYMPIA, WA., August 4, 2020 – Angela Vlach from Financial Advocates, based in Olympia, WA, announced that she has been named by LPL Financial...
Financial Advocates Welcomes T. Scott Dudley and David W. Mc Quade of Stirling Financial Group
Longtime Northwestern Mutual Advisors Join Financial Advocates OLYMPIA, WA., July 24, 2020 – Financial Advocates, a leading provider of superior,...
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...