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Financial Advisors in Vancouver, Washington

Our hand-picked list of 8 financial advisors serving Vancouver, Washington. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Vancouver

Financial professionals in Vancouver should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Washington securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Washington, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Vancouver

ALLEN CAPITAL MANAGEMENT, LLC

701 COLUMBIA ST, STE 104, VANCOUVER, WA 98660

📞 (503) 292-••••

BAKER ELLIS ASSET MANAGEMENT LLC

805 BROADWAY ST., VANCOUVER, WA 98660

📞 (503) 227-••••

Belay Mortgage Group

316, East Fourth Plain Boulevard, Vancouver, WA, 98663

📞 +1-360-719-••••

CAIRN INVESTMENT GROUP

500 BROADWAY STREET, VANCOUVER, WA 98660

📞 (503) 241-••••

Edward Jones

Southeast Mill Plain Boulevard, Vancouver, WA, 98683

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

1601 OFFICERS ROW, VANCOUVER, WA 98661

📞 (360) 823-••••

HARLOW WEALTH MANAGEMENT, INC.

400 EAST MILL PLAIN BLVD., VANCOUVER, WA 98660

📞 (360) 573-••••

JAMES R. MARTIN CONSULTING, INC

1111 MAIN ST. SUITE 612, VANCOUVER, WA 98660

📞 (360) 567-••••

Frequently Asked Questions

Where can I find financial advisors in Vancouver, Washington?

Vancouver, Washington has 8 financial advisors listed in our directory. ALLEN CAPITAL MANAGEMENT, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Washington?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Washington, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Vancouver?

Financial professionals in Vancouver should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Washington securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Vancouver?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Vancouver-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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