Financial Advocates Employee Directory

Financial ServicesWashington, United States11-50 Employees

Financial Advocates was established as 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.

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. www.finra.org www.sipc.org

Find Financial Advocates employees' phone numbers or email addresses

Financial Advocates Global Highlights

Location
Employees

North America
63

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  • United States Of America
    63

Africa
1

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  • Nigeria
    1

Financial Advocates's Leadership

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    B. B.
    Director Compliance
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    H. P.
    Director
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    I. W.
    Director Of Financial Reporting
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    M. M.
    Senior Compliance And Operations Manager
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    M. S.
    Senior Compliance And Operations Manager
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    R. M.
    Business Operations Consultant
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    R. G.
    Business Operations Consultant
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    A. S.
    Financial Advisor
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Financial Advocates Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Community & Social Services
  • Sales
  • Business Development
  • Finance
  • Other

Contact profiles from Financial Advocates

Name
Title
Contact Info
Location
Last Update
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    C. M.
    Analytics Associate
    Phone icon
    Jan 08, 2024
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    K. V.
    Client Care Specialist
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    Oct 21, 2024
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    B. R.
    Client Care Specialist / Financial Advisor Assistant
    Phone icon
    United StatesMontana
    Aug 10, 2025
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    B. K.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Financial Advocates known for?

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Financial Advocates was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Financial Advocates's company overview page for more information.

What is Financial Advocates's most common email format?

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Financial Advocates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Advocates email formats with LeadIQ.

How many employees does Financial Advocates have currently?

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Financial Advocates has approximately 35 employees as of January 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Financial Advocates's key employees and leadership?

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As of January 2026, Financial Advocates's key employees include:

  • Director Compliance: B. B.
  • Director: H. P.
  • Director Of Financial Reporting: I. W.
  • Senior Compliance And Operations Manager: M. M.
  • Senior Compliance And Operations Manager: M. S.

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