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Adam Joel Reugh

Financial Advocates Investment Management

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About Adam Joel Reugh

Adam Reugh is an Investment Advisor Representative with Financial Advocates Investment Management. Adam has worked in the financial industry since 2009. Adam is registered with the state of Washington, Hawaii and Texas. Adam has Series 6, 63 and 65 securities licenses. Adam specializes in providing financial planning, portfolio management and pension consulting services for individuals, businesses and charitable organizations.

Firm Information

Adam Reugh is currently registered with Financial Advocates Investment Management. Financial Advocates Investment Management is a registered investment advisor headquartered in Olympia, Washington, with a team of 81 licensed agents, 85 investment adviser representatives, and 76 registered representatives. The firm manages approximately $3.85 billion in assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations, pension plans, and charitable organizations. Financial Advocates Investment Management offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. The firm is committed to providing personalized financial guidance and customized investment solutions to help clients achieve their financial goals.
Financial Advocates Investment Management

1601 COOPER POINT ROAD NW

OLYMPIA, WA 98502

$3.85B

Assets Under Management

113

Total Clients

82

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Reugh’s Registration & Firm History

WA

03/31/2015 - Present

Financial Advocates Investment Management (OLYMPIA WA)

WA

01/13/2011 - 04/30/2012

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (LYNNWOOD WA)

WA

01/13/2011 - 04/30/2012

MUTUAL OF AMERICA SECURITIES CORPORATION (LYNNWOOD WA)

WA

11/03/2009 - 01/06/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 04/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Joel Reugh.
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