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Richard L Fangen

Financial Advocates Investment Management

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About Richard L Fangen

Richard Fangen has been in the financial services industry for over 30 years. Richard is registered as an Investment Advisor Representative with Financial Advocates Investment Management and Cambridge Wealth Management, LLC. Richard has a wealth of experience in portfolio management for both individuals and businesses. Richard is dedicated to providing personalized financial advice and strategies that are tailored to each client's individual needs.

Firm Information

Richard Fangen 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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Richard Fangen’s Registration & Firm History

WA

02/20/2015 - Present

Financial Advocates Investment Management (TUMWATER WA)

WA

04/01/2005 - 02/08/2007

SUNSET FINANCIAL SERVICES, INC. (TUMWATER WA)

NY

07/21/2003 - 03/22/2005

PROACTIVE FINANCIAL SERVICES, INC. (PLEASANTVILLE NY)

CA

05/16/2003 - 07/16/2003

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

SC

09/03/1999 - 05/08/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

OR

11/10/1997 - 08/31/1999

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

IA

10/09/1997 - 10/21/1997

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

IA

08/08/1996 - 06/20/1997

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

SC

06/01/1994 - 02/17/1995

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MO

04/11/1990 - 05/24/1994

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

UT

11/06/1989 - 04/09/1990

LANEY & COMPANY (HIGHLAND UT)

MO

07/22/1987 - 12/03/1988

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/1990

Series 24 - General Securities Principal Examination

BC

Issued 07/18/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard L Fangen.
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