Financial advisors in Everett, WA

107 match · page 2 of 4

Daniel Leach
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
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Dannica Samp
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Darron Kuehn
Financial advisor at Pacific Crest Financial Advisors, LLC
Pacific Crest Financial Advisors, LLC · $79.8M AUM
VerifiedFinancial planning
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David Osburn
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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David Wartes
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Derek Glynn
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Eric Higgins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ford Poston
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Fred Sirianni
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
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Georgette Duleba
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
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H. Sabiers
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Hailey Smyth
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Hailey Van Avery
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Heba Kandil
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jacques Takou Tuh
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Jaime Suarez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jake O'banion
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
VerifiedFinancial planning
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James Dockens
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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James Hafner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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James Kellett
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jason Pang
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jason Pouliott
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jean Oppliger
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Jeffrey Biermanski
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
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Jeffrey Decker
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
VerifiedFinancial planning
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Jered Fowler
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Jessica Pavish
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jessica Simmons
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jodi Detwiler
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Joseph Gogal
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Everett, WA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Everett, WA.

How this list works

Before you hire an advisor in Everett, WA