Financial Advocates Advisory Services, LLC (Olympia)

Name: Financial Advocates Advisory Services, LLC
Address: 1601 Cooper Point Rd Nw, Olympia, WA, 98502
Telephone: 360-866-2345

Financial Advocates Advisory Services, LLC is a related adviser based in Olympia. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Oregon and Washington.

Financial Advocates Advisory Services provides financial planning services, pension consulting services, and hourly consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Advocates Advisory Services, LLC for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Financial Advocates Advisory Services serves?

The only and largest group of clients of Financial Advocates Advisory Services is individuals with 10 clients and $0 of assets under management. Among the 1 most similar advisory firms, Financial Advocates Advisory Services has the highest percentage of individuals out of all clients.

None of the firm’s clients are foreign persons or businesses.

Financial Advocates Advisory Services doesn't advise any private funds.

Careers at Financial Advocates Advisory Services, LLC

The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Ray Campbell	Managing member, chairman, ceo	1 Jan 2008	Other	1658146
Financial Advocates Incorporated	Owner	1 Jan 2008	75% - 100%	91-2049717
Angela Elaine Vlach	President, chief operating officer	1 Feb 2009	Other	4289946
Cheryl Lynn Karboski	Chief compliance officer	1 Mar 2014	Other	4771417
Llc Financial Advocates Agency	Owner	1 Oct 2018	75% - 100%	47-4121481
Cheryl Lynn Karboski	Faas compliance director	1 Jan 2019	Other	4771417
Douglas Roger Whittle	Chief compliance officer	1 Jan 2019	Other	2190231

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gary Ray Campbell	Chairman & ceo	1 Jun 2000	75% - 100%	1658146
Inc. Financial Advocates	Owner	1 Oct 2018	75% - 100%	91-2049717

Based in Olympia

The principal office where Financial Advocates Advisory Services, LLC performs its advisory services is located at 1601 Cooper Point Rd Nw, Olympia, WA 98502, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-866-2345 or by fax 360-866-6920. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at impactbenefits.com.