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Twelve Financial Advisors Seeking Independence Join Financial Advocates

by | Nov 8, 2019 | Press Release

Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarter

Financial Advocates, a leading provider of superior, concierge-level services to independent advisors in the Pacific Northwest, has transitioned twelve advisors with over $225.5 million in brokerage business and $92.9 million in assets under management* (including off-platform) during the third quarter of 2019.

“Our team has extensive experience transitioning advisors across the spectrum of independent business models,” said Angela Vlach, President and COO of Financial Advocates. “Each firm is unique, and we work with them to create an independent business model that fits their needs, not ours.”

Below are the names of the twelve new advisors to join Financial Advocates during the third quarter this year.

  • Ronald “Kerry” Hatcher, Montana Wealth Management
  • Andrea Mathison, Montana Wealth Management
  • Samuel Sharples, Montana Wealth Management
  • Arlis Ortman, Montana Wealth Management
  • Adam Levy, Sound Strategies Wealth Management
  • Bradley DiJulio, Washington Asset Management
  • Eugene Gregory, Washington Asset Management
  • Gaelynne Linfoot, Independent Financial Advisor
  • Nathan Graff, Northwest Financial Group
  • Dennis Rennaker, Rennaker Financial
  • Thomas Delaney, Tallus Capital Management
  • Matthew Mullowney, Vintage Wealth Advisors

 

About Financial Advocates

Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or pure RIA model to achieve greater independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. Financial Advocates and Financial Advocate Investment Management provide services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.

Financial Advocates, Financial Advocates Investment Management, and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates and LPL are separate entities.

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*As of October 31st, 2019

HEADQUARTERS
1601 Cooper Point Road NW
Olympia, Washington 98502
BUSINESS DEVELOPMENT OFFICE
917 Pacific Avenue, Suite 407
Tacoma, Washington 98402

The investment professionals associated with this site are registered representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and Financial Advocates are separate entities from LPL Financial.

The representative(s) associated with this site may discuss and/or transact business with residents of all fifty states.

Investments are:

Not FDIC InsuredNot Bank GuaranteedMay Lose ValueNot Insured by any Federal Government Agency Not a Bank DepositNot NCUA InsuredNot Credit Union GuaranteedMay Lose Value

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