Financial advisors in Lynnwood, WA

128 advisors · page 3 of 5

James Jenkins
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jennifer McKasson
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
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Jens Halle
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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Jiajuan Zhou
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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John Call
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jonathan Luke
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jordan Klein
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jordan Tuchek
Financial advisor at Comprehensive Wealth Management
Comprehensive Wealth Management · $338.4M AUM
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Jordan Vicent
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Joseph Songvilay
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
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Joshua Granberg
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Joshua Wessels
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Junzhao Liu
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Justin Southwell
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
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Kelly Aversa
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Keroles Azer
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Kevin Massey
Financial advisor at Chaney Capital Management Inc.
Chaney Capital Management Inc. · $455.5M AUM
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Keyi Zhang
Financial advisor at Fempire Mindset LLC
Fempire Mindset LLC
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Kris Muhlestein
Financial advisor at Comprehensive Wealth Management
Comprehensive Wealth Management · $338.4M AUM
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Kyle Montano
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Kylie Nesbitt
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Lisa Parke
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
VerifiedFinancial planning
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Lynda Bartsch
Financial advisor at Chaney Capital Management Inc.
Chaney Capital Management Inc. · $455.5M AUM
VerifiedFinancial planning
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Manus Duffy
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Marcus Dusenbury
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
VerifiedFinancial planning
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Mary Basili
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Matthew Boelter
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
VerifiedFinancial planning
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Maureen Kelly
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Meryl Inman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Michelle Schmidt
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B 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 Lynnwood, 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 Lynnwood, WA.

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Before you hire an advisor in Lynnwood, WA