Financial Advocates Revenue
Financial Services • 
Olympia, Washington, United States • 21-50 Employees
Financial Advocates revenue & valuation
| Annual revenue | $840,645 |
| Revenue per employee | $27,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,700,000 |
| Total funding | No funding |
Key Contacts at Financial Advocates
Angela Vlach
Chief Executive Officer, President
Taryn Weiks
Client Care Director
Jeremiah Francis
Director Of Information Technology
Company overview
| Headquarters | 1601 Cooper Point Road NW, Olympia, Washington 98502, US |
| Phone number | +13608662345 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Marketing, Compliance, Virtual Assistants, Business Development, Portfolio Strategy, Regulatory Review, Virtual I.T., OSJ |
| Founded | 1996 |
| Employees | 21-50 |
| Socials |
Financial Advocates Email Formats
Financial Advocates uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@financialadvocates.com), used 72.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@financialadvocates.com | 72.4% |
{first name}{last name} | johndoe@financialadvocates.com | 20.7% |
{last name}{last name} | doedoe@financialadvocates.com | 6.9% |
About Financial Advocates
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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Financial Advocates has 17 employees across 6 departments.
Departments
Number of employees
Funding Data
Financial Advocates has never raised funding before.
Financial Advocates Tech Stack
Discover the technologies and tools that power Financial Advocates's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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United Arab Emirates
Hong Kong
Spain
Netherlands
Canada
Frequently asked questions
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