Prizm Financial Group

909-456-8095

About Financial Advocated Investment Management

Financial Advocates Investment Management (FAIM) is an SEC registered investment advisor firm and a subsidiary of Financial Advocates LLC. FAIM advisers provide investment advice, guidance, and financial planning services to their clients. FAIM advisers manage over $2.6 billion in assets as of June 30, 2017, in addition to providing Fiduciary Plan Advice to retirement plans.

 Financial Advocates, LLC provides advisor support services to Prizm Financial Group including, but not limited to: compliance, accounting, business operations, business development consulting, marketing, IT consulting, and virtual assistance.

 Financial Advocates is more than a company name. We are a sincere advocate for a way of doing business that is honest, respectful and directed entirely toward the goal of creating and maintaining successful partnerships. Financial Advocates, LLC provides leadership in the financial advice market and advisors. The Company provides comprehensive services to financial advisors, financial institutions and fiduciary plan consultants. FA’s clients enjoy intensive transition support, followed by practice management, guidance, coaching and training, regulatory compliance guidance and support, IT support, and investment management. FA provides services to more than 200 independent financial advisors, 12 banks and credit unions, and more than 100 support staff. Affiliated advisors provide guidance and service to investors. Assets served that are held though LPL Financial, Fidelity, Schwab, TD Ameritrade exceed $6.8 billion as of June 30, 2017.

 

Financial Advocates and its affiliates have 27 home office employees with its primary office in Olympia, WA. For more information, please visit www.financialadvocates.com

 

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