Lora
Leavenworth
Financial Advocates Investment Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Lora Leavenworth is a financial advisor operating in Olympia, Washington with 1 year of relevant experience. Leavenworth is an employee of Financial Advocates Investment Management. Leavenworth has gained experience at Lpl Financial LLC, Financial Advocates Investment Management, Integrity Wealth Advisors, Fisher Investments and Tieton Capital Management. Leavenworth has Series 66 and Series 63 licenses, qualifying them as a securities representative, and is able to operate in Washington. Financial Advocates Investment Management is a financial advisory firm based out of Olympia, WA. It has offices in 71 locations and a total of 149 advisors. It administers $4 billion in assets across its 20,722 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 26 charities and foundations. Of its 20,722 client accounts, 25% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually depend on the services provided. However, fee types charged by Financial Advocates Investment Management most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Lora Leavenworth Work History
Lora has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Financial Advocates Investment Management
Integrity Wealth Advisors
Fisher Investments
Tieton Capital Management
*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 Lora Leavenworth 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
Edmonds, WA
Spokane, WA
Cody, WY
Napa, CA
Rock Springs, WY
Olympia, WA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
