Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Kiah Treece is a former attorney, small business owner and personal finance coach with extensive experience in real estate and financing. Her focus is on demystifying debt to help consumers and ...

BELLEVUE, Wash.--(BUSINESS WIRE)--UBS Global Wealth Management US today announced that Jeff Miller has joined the firm as a financial advisor. He joins the UBS Pacific Northwest wealth management ...

Washington is one of nine states that have no state income tax. But in 2022, a flat 7% long-term capital-gains tax took effect. Then, last May, the state Senate Bill ...

Pure Financial is a fee-only firm offering free assessments and access to credentialed advisors. But initial financial plans ...

The independent financial advice industry is maturing fast. The number of registered investment advisor, or RIA, firms more than doubled from 2000 to 2024, from 6,949 to 15,870, according to the ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

The Miller Group will be the latest addition to the UBS Pacific Northwest Market “Jeff’s track record of building deep client relationships and delivering disciplined, goal-based advice makes him an ...