Douglas Whittle
Douglas Whittle is a registered investment advisor at Financial Advocates Investment Management, based in Olympia, WA, with 21 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,919 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
The total fee includes a 0.35% LPL program fee and a FAIM fee of up to 1.00%. A strategist fee may apply in the future.
Fee Estimator
Location
1601 Cooper Point Road Nw, Olympia, WA, 98502
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2019Other Business Activities
Douglas operates under the DBA Financial Advocates for his LPL business. He also provides administrative support to Financial Advocates Investment Management (full-time) and investment advisory services as Chief Compliance Officer for Financial Advocates Wealth Management (a few hours per week).
Employment History
Previous Registrations
Financial Advocates Advisory Services
Financial Advocates Investment Management
Russell Investments
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.