Happy Thanksgiving!
Financial Advocates
金融服务
Olympia，Washington 1,053 位关注者
With Financial Advocates you are independent, but never alone.
关于我们
Financial Advocates was established a Super OSJ in 1996 to provide financial advisor practices with superior, concierge-level service. Today, Financial Advocates is powered by LPL Financial and serves as a financial advisor’s primary ally. We remove the obstacles advisors encounter as they transition, grow, and manage their independent practices. We help advisors elevate their practice, experience greater choice, and build their legacy. Our knowledgeable, diverse staff has the background, experience, and expertise to support independent advisors. At Financial Advocates, we believe collaboration is the foundation of support. We work with financial advisors to build a customized service plan that meets their needs. With Financial Advocates you are independent, but never alone. --- Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- 网站
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https://www.financialadvocates.com
Financial Advocates的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Olympia，Washington
- 类型
- 私人持股
- 创立
- 1996
- 领域
- Virtual I.T.、Virtual Assistants、Business Development、Regulatory Review、Compliance、Marketing、Portfolio Strategy、Financial Services和OSJ
地点
Financial Advocates员工
动态
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?? Portland Advisors! Mark Your Calendar for Tuesday, November 19! ?? Join us at the iconic McMenamins Edgefield for our “Process Makes Perfect” regional event. We’ll cover how to scale your investment processes and the critical role of account monitoring in building a sustainable practice. Thank you to our sponsors, Franklin Templeton and Horizon Investments?, for supporting this event! ??? Tuesday, November 19, 10 am – 2 pm ?? McMenamins Edgefield 2126 SW Halsey St, Troutdale, OR 97060 Learn more and register here: https://lnkd.in/gheDAEjA Don’t miss this opportunity to connect, learn, and elevate your practice.
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?? Portland Advisors! Mark Your Calendar for Tuesday, November 19! ?? Join us at the iconic McMenamins Edgefield for our “Process Makes Perfect” regional event. We’ll cover how to scale your investment processes and the critical role of account monitoring in building a sustainable practice. Thank you to our sponsors, Franklin Templeton and Horizon Investments?, for supporting this event! ??? Tuesday, November 19, 10 am – 2 pm ?? McMenamins Edgefield 2126 SW Halsey St, Troutdale, OR 97060 Learn more and register here: https://lnkd.in/gheDAEjA Don’t miss this opportunity to connect, learn, and elevate your practice.
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?? Seattle and Bellevue Advisors! Join Us on Thursday, November 14! ?? We’re bringing our “Process Makes Perfect” regional event to Central Bar + Restaurant, where we’ll explore scaling your investment processes and the essential role of account monitoring. Thanks to Franklin Templeton and Horizon Investments? for making this event possible! ??? Thursday, November 14, 11 am – 3 pm ?? Central Bar + Restaurant 10475 NE 6th St, Bellevue, WA 98004 Learn more and register here: https://lnkd.in/gQqua9fV Don’t miss this opportunity to connect and take your practice to the next level!
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Did you know we host different Coffee Talks each month? We have groups for Emerging Advisors, Faith Inspired Advisors, and Women Advisors. It's all about bringing like-minded advisors together to network and learn from each other. Each Coffee Talk covers a unique topic with occasional guest speakers every month. This Thursday, October 17, we're thrilled to have Erin Botsford, CFP? join our Women Advisor Coffee Talk! Don't miss it!
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It's hard to believe it's already been one month since the Ignite Conference in Seattle. What new strategies or ideas have you put into action? Let's keep the momentum going--share your key takeaways and how they've impacted your business so far. #FAIgnite
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Thank you to everyone who attended #FAIgnite last week! We had a fantastic turnout, enjoyed some beautiful weather, and made lasting connections. A huge shoutout to our amazing sponsors and speakers, the entire Financial Advocates team, and all the advisors who made this event possible. Looking forward to next year!
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