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Alexander Ross Naki

Financial Advocates Investment Management

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About Alexander Ross Naki

Alexander Naki is an investment advisor representative with Financial Advocates Investment Management. Alexander has been in the industry since 2019. Alexander is licensed in California and Washington and has passed the Series 7TO, SIE, and Series 66 exams. Alexander also works with Financial Advocates Investment Management NorCal, which is a DBA for LPL Financial. Alexander specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Alexander Naki 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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Alexander Naki’s Registration & Firm History

CA

03/10/2020 - Present

Financial Advocates Investment Management (Roseville CA)

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Licenses & Designations

BOTH

Issued 02/29/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Ross Naki.
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