Peter
Chown
Financial Advocates Investment Management
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About this Advisor
Peter Chown is a financial advisor operating in Seattle, Washington with a total of 4 years of relevant experience. Chown is an employee of Financial Advocates Investment Management. Chown has gained experience at Edward J Shanahan, Northwestern Mutual Investment Service, LLC, Rocking Horse Ranch, LLC, Northwestern Mutual Wealth Management Services, LLC, Kyle Johnston, Mychele Elizabeth Dover, Financial Advocates Investment Management and Lpl Financial, LLC. Chown maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Financial Advocates Investment Management is a registered investment company operating out of Olympia, WA. It has offices in 71 locations and a total of 149 financial advisors. It administers $4 billion in assets among its 20,722 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 26 charities and foundations. Of its 20,722 client accounts, 25% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees largely depend on which services are offered. Fee types charged by Financial Advocates Investment Management likely include any 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
Peter Chown Work History
Peter has been registered as a financial advisor for 4 years.*
Financial Advocates Investment Management
Lpl Financial, LLC
Rocking Horse Ranch, LLC
Mychele Elizabeth Dover
Northwestern Mutual Wealth Management Services, LLC
Kyle Johnston
Edward J Shanahan
Northwestern Mutual Investment Service, LLC
*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 Peter Chown 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
Rock Springs, WY
Olympia, WA
Napa, CA
Cody, WY
Oregon City, OR
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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