Kyle
Johnston

Financial Advocates Investment Management

CRD#2616830
Investment Advisor
in Seattle, WA
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About this Advisor

Kyle Johnston is a certified financial planner whose office is in Seattle, Washington. Currently a registered investment advisor with Financial Advocates Investment Management, they have gathered a notable 22 years of professional experience. Johnston has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Johnston is registered to work with customers based out of Washington. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Financial Advocates Investment Management and Lpl Financial, LLC. Financial Advocates Investment Management is headquartered in Seattle, Washington, and has 80 other offices in the country. As a company, Financial Advocates Investment Management oversees $4 billion in assets throughout 19,410 client accounts and retains more than 172 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 19% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Financial Advocates Investment Management can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2101 4Th Avenue Suite 710
Seattle, WA 98121

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Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$3,560,266,000

WA Average: $3,566,627,242
Total Number of Employees

172

WA Average: 46
Total Number of Accounts

19,410

WA Average: 1,499
Average Account Size

$183,424

WA Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kyle Johnston Work History

Kyle has 22 years of experience.

2016 - Present (3 years)

Financial Advocates Investment Management

2016 - Present (3 years)

Lpl Financial, LLC

2015 - 2016 (1 years)

Northwestern Mutual Investment Services, LLC

2007 - 2016 (9 years)

Northwestern Mutual Wealth Management Company

1996 - 2016 (20 years)

Northwestern Mutual Life Insurance Company

1996 - 2016 (20 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Kyle Johnston has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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