Marshall
Williams
Financial Advocates Investment Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Marshall Williams is a financial advisor working out of Olympia, Washington with 4 years of industry experience. Williams works at Financial Advocates Investment Management. During their career, Williams has held roles at Matt Griffin Ymca Of Greater Seattle, Moscow Middle School District #281, Foresters Financial Services, University Of Idaho Athletic Department, University Of Idaho Campus Recreation, University Of Idaho, Sport Town, C & K Roofing Co, Post Falls School District #273, Lpl Financial, LLC, Financial Management, Inc, Extended Travel and Financial Advocates Investment Management. Williams holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Financial Advocates Investment Management is a business operating out of Olympia, WA. The firm has offices in 71 locations and a total of 149 employees. It has $4 billion in assets between its 20,722 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 26 charities and foundations. Of its 20,722 accounts, 25% are held by high-net-worth individuals who have greater than $1 million in assets. Financial Advocates Investment Management provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fees billed by Financial Advocates Investment Management likely consist of 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
Marshall Williams Work History
Marshall has been registered as a financial advisor for 4 years.*
Financial Advocates Investment Management
Lpl Financial, LLC
Financial Management, Inc
Financial Management, Inc
Matt Griffin Ymca Of Greater Seattle
Foresters Financial Services
C & K Roofing Co
Post Falls School District #273
Foresters Financial Services
Moscow Middle School District #281
Moscow Middle School District #281
University Of Idaho Athletic Department
Sport Town
Extended Travel
University Of Idaho Campus Recreation
University Of Idaho
*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 Marshall Williams 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
Napa, CA
Edmonds, WA
Spokane, WA
Rock Springs, WY
Cody, 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.
