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Adrian Guzman pena

Financial Advocates Investment Management

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About Adrian Guzman pena

Adrian Guzman pena is a registered investment advisor representative with Financial Advocates Investment Management. Adrian has been in the industry for 12 years. Adrian is a registered investment advisor representative in Oregon. Adrian Guzman pena has passed the Uniform Investment Adviser Law Examination. Adrian Guzman pena's firm, Financial Advocates Investment Management, is a registered investment advisor with the Securities and Exchange Commission. Financial Advocates Investment Management has offices in Tualatin, Oregon and Olympia, Washington. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension plans.

Firm Information

Adrian Guzman pena 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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Adrian Guzman pena’s Registration & Firm History

OR

01/29/2025 - Present

Financial Advocates Investment Management (TUALATIN OR)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adrian Guzman pena.
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