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103 advisors near
98272
within the area shown on the map
Out of 400,000+ nationwide
Joel H
Series 63, Series 65
Redmond, WA
Truvista Advisors LLC
Joel Hussey is a financial advisor at Truvista Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truvista Advisors since 2023. Prior to his current role, he was employed at Tempered Networks for eight years and has owned Tailwind Capital Partners, Inc., a company that sources and remarkets commercial aircraft, since 2007. Truvista Advisors LLC is a small, supported firm with two advisors.
David G
Series 63, Series 65
Redmond, WA
Truvista Advisors LLC
David Giannini is a financial advisor at Truvista Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Private Asset Management, Inc. for 10 years before joining his current firm. Truvista Advisors LLC is a small advisory firm based in Redmond, WA, focused on providing personalized financial services.
Lance B
Series 65, Series 63
Monroe, WA
XYPN Sapphire
Lance Best is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for NYLIFE Securities LLC and New York Life Insurance Co. for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management alongside digital-asset management services.
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Finding advisors...
103 advisors near
98272
within the area shown on the map
Out of 400,000+ nationwide