Seattle, WA 1530 Westlake Ave N Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

1530 Westlake Ave N Ste 700

Seattle WA 98109

Advisors at this office

5

Advisors at this office

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Douglas S

Series 66

Seattle, WA

LPL Financial

Douglas St John is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and Panorama Advisors LLC. He has served on the Washington State Society of American Forests Foundation since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment options that include model portfolios, third-party subadvisors, and both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Samuel A

Series 66

Seattle, WA

LPL Financial

Samuel Aldrich is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at Waddell & Reed Inc and various insurance carriers with W & R Insurance Agencies. Outside of his advisory role, Aldrich has been involved in insurance sales as an agent since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Justin A

Series 66

Seattle, WA

LPL Financial

Justin Allen is a financial advisor at LPL Financial in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining LPL Financial in 2022, he worked as a self-employed advisor and spent nine years at the Seattle Times. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Myla C

Series 66

Seattle, WA

LPL Financial

Myla Causing is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Waddell & Reed Inc. and various insurance carriers from 2001 to 2021. She also operates The Causing Group LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
user avatar

Molly A

Series 66

Seattle, WA

LPL Financial

Molly Apparis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and one year of industry experience. Her prior work history includes roles at Leverage Planners Wealth Management and various positions outside the financial sector. She is currently also engaged in outside employment with LAZ Parking. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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