INSIGHTS
News, Articles and Financial Updates
Jul
2022
21
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...
Jun
2021
2
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...
Nov
2019
13
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...
Jun
2017
1
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....