INSIGHTS
News, Articles and Financial UpdatesFinancial Advocates Announces New Senior Vice President of Business Development
Elvis Medica to Drive the Firm’s Focus on Recruitment, Sales, Business Consulting and Advisory SolutionsOLYMPIA, WA., May 13, 2020 –...
Six Financial Advisors Seeking Independence Partner With Financial Advocates
OLYMPIA, WA., January 26, 2020 – Financial Advocates, a leading provider of superior, concierge-level services to independent...
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...
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...
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...
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,...
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...
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...
Financial Advocates’ Elevate Conference Brings Leading Financial Service Industry Experts to Seattle
SEATTLE, WA., May 3, 2019 – Over two hundred financial advisors, assistants, partners, and industry leaders converged this week at...
Financial Advocates Investment Management Recognized as a Top 100 RIA ETF Power User
OLYMPIA, WA - MARCH 6, 2019 - RIA Channel has identified Financial Advocates Investment Management (FAIM), a subsidiary of Financial...