Crystal
Beineke
Financial Advocates Investment Management
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About this Advisor
Crystal Beineke is a certified financial planner based in Edmonds, Washington, with a total of 7 years of relevant experience. Beineke is an employee of Financial Advocates Investment Management. Throughout their career, Beineke has worked at The Householder Group, Lpl Financial LLC, Householder Group Estate & Retirement Specialists and Financial Advocates Investment Management (Faim). Beineke has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Financial Advocates Investment Management is a business that has its headquarters in Olympia, WA. It has offices in 71 locations and a total of 149 employees. It has $4 billion in assets across its 20,722 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 26 charitable organizations. Of its 20,722 client accounts, 25% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Financial Advocates Investment Management performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees typically vary depending on which services are offered. However, fee types charged by Financial Advocates Investment Management most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,580,994,144
149
20,722
$172,811
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Crystal Beineke Work History
Crystal has been registered as a financial advisor for 7 years.*
Financial Advocates Investment Management (Faim)
Lpl Financial LLC
Householder Group Estate & Retirement Specialists
The Householder Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Crystal Beineke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Advocates Investment Management
Spokane, WA
Edmonds, WA
Olympia, WA
Cody, WY
Rock Springs, WY
Napa, CA
Olympia, WA
Olympia, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
