Financial Advocates Revenue and Competitors

Seattle, WA USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Financial Advocates's estimated annual revenue is currently $7.1M per year.(i)
  • Financial Advocates's estimated revenue per employee is $168,000

Employee Data

  • Financial Advocates has 42 Employees.(i)
  • Financial Advocates grew their employee count by -11% last year.

Financial Advocates's People

NameTitleEmail/Phone
1
CEO, PresidentReveal Email/Phone
2
Chief StaffReveal Email/Phone
3
Chief Growth OfficerReveal Email/Phone
4
Associate Director, Client CareReveal Email/Phone
5
Manager, OperationsReveal Email/Phone
6
FAIM Compliance & Operations ManagerReveal Email/Phone
7
LPL Financial Registered PrincipalReveal Email/Phone
8
FAIM Compliance DirReveal Email/Phone
9
Dir ITReveal Email/Phone
10
Client Care SpecialistReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.9M41-24%N/AN/A
#2
$65M2884%$20.3MN/A
#3
$13.6M72-12%N/AN/A
#4
$6786.8M226004%$1.1BN/A
#5
$24.8M1184%N/AN/A
#6
$19.7M949%N/AN/A
#7
$5.9M353%N/AN/A
#8
$115.6M7913%N/AN/A
#9
$5.2M313%N/AN/A
#10
$11.7M6235%N/AN/A
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What Is Financial Advocates?

Since 1996, we have been providing advice and support to the financial services industry. Our sole focus is the success of those we serve: Advisors working independently and within financial institutions—people dedicated to their professions and to meeting the needs of their clients. As an office of supervisory jurisdiction (OSJ), supervision of our advisors' practices is our core function. To us, supervision goes hand-in-hand with service. Advisors we serve rely on us to provide simplicity and guidance with open communication, which is highly beneficial in the current regulatory environment. We're continually seeking new pathways to success for our partners. These include marketing areas such as nonprofit programs, alliance relationships, and improved administrative procedures that can help advisors better focus on their clients. All efforts are aimed at streamlining operations and providing more effective results for the benefit of our partners. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Financial Advocates, a registered investment advisor and separate entity from LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured bank deposits and are not FDIC insured. These products are not obligations of the bank and are not endorsed, recommended or guaranteed by the bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. 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. For a list of states in which we are registered to do business, please visit: financialadvocates.com

keywords:N/A

N/A

Total Funding

42

Number of Employees

$7.1M

Revenue (est)

-11%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Financial Advocates News

2022-04-19 - Student loan payment pause eases financial burdens on some borrowers

Braxton Brewington, press secretary for the Debt Collective, which advocates for student debt cancellation, said "the pause is really helping...

2022-04-17 - How consumers use buy now, pay later apps to pay for food, gas and other basics

... financial advocate for Credit Karma, a personal finance company. ... personal finance experts and consumer advocates are raising...

2022-04-06 - Abortion rights advocates create guide to clinics that do and do not offer abortions

An abortion advocacy group has created a new online resource guide to abortion care, clinics and financial assistance across New England.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.7M420%N/A
#2
$9.1M425%N/A
#3
$3.5M435%N/A
#4
$7.2M43-9%N/A
#5
$3.5M43-4%N/A