linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Holli Lee Radakovich

Financial Advocates Investment Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Holli? Claim Your Profile

About Holli Lee Radakovich

Holli Radakovich is a financial advisor registered with Financial Advocates Investment Management and has been in the industry since February 14, 2010. Holli is currently registered as an Investment Advisor Representative in Washington and Wyoming. Holli is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and holds the Series 66, Series 7 and SIE exams. Holli specializes in providing financial planning and portfolio management services for individuals, businesses, and pension plans. Holli provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. The firm is separate from and independent of LPL Financial.

Firm Information

Holli Radakovich 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Holli Radakovich’s Registration & Firm History

WY

11/13/2017 - Present

Financial Advocates Investment Management (Rock Springs WY)

WY

02/15/2010 - 01/30/2017

WADDELL & REED (ROCK SPRINGS WY)

Not sure if Holli Lee Radakovich is right for you?

Licenses & Designations

BOTH

Issued 11/18/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holli Lee Radakovich.
Not sure if Holli Lee Radakovich is right for you?