In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.
OLYMPIA, WA, July 12, 2019 /Neptune100/ — 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 added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program. Financial Advocates’ custom services program now includes over twelve flexible outsourcing solutions for independent advisors.
“Most advisors spend less than 20% of their time meeting with clients and the rest of their time on non-revenue producing activities,” said Angela Vlach, President, and COO of Financial Advocates. “Our goal is to keep advisors focused on growth and strengthening their client relationships. We’ve structured our custom services program to provide a one-stop, flexible outsourcing solution to satisfy most, if not all, of an advisor’s business needs.”
Financial Advocates welcomes the following independent advisors:
• Nathan Graff, Northwest Financial Group
• D. Mike Rennaker, Rennaker Financial
• Christopher Pace, First Financial Northwest Bank
• Virak Mann, First Financial Northwest Bank
• Geraldine Schuhmann, Olympic Estate Group
• Tresa Leftenant, My Financial Design
• Michelle Jones, Encompass Wealth Management
• Javier Galindo, Integrity Wealth Advisors
• Cody Roos, Wauna Credit Union
About Financial Advocates
Financial Advocates, LLC (FA) provides 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. Organized in 1996, FA now serves over $8.8 billion in brokerage and advisory assets; $3 billion in advisory assets managed through the registered investment advisor, Financial Advocates Investment Management (FAIM) as of 12/31/2018; $1.1 billion in advisory assets managed through the registered investment advisor subsidiary to LPL Financial (LPL) as of 12/31/2018; $3 billion in brokerage assets served through LPL as of 12/31/2018 and $1.6 billion in advisory assets under advisement through the registered investment advisor, Financial Advocates Investment Management (FAIM) as of 12/31/2018.
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 to achieve greater independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. FA provides services to more than 200 independent financial advisors, 9 banks and credit unions, and more than 100 support staff.
Financial Advocates 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.
*As of December 2018
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.