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Investment Firms

VIEWS: 7 PAGES: 1

									                                                                                  Investment Firms
                                                  Ranked by number of FTEs and, in the event of a tie, by the year established. Figures as of 6/3/2011.
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Rank YeaR Address                                            Website                           FTEs                                                           executives                                                    locally
  1 1 Edward Jones (37 Clark County Branches) 360.892.6002                                       73 X X               X X X                X X X X Marta Halvorsen, Regional Leader, Financial advisor                      1988
           12555 Manchester Road                             nD                                                                                               andy nygard, aaMS, CFP, Financial advisor
           Saint Louis, MO 63131                             www.edwardjones.com                                                                              Steve Savage, aaMS, Financial advisor
  2 2 Financial Network Investment Corp. 360.695.0981                                            30 X X               X X            X X X               X Ronald C Boyce, Co-Regional Director                             1985
           15597 S.E. Mill Plain Blvd.                       360.695.1329                                                                                     Lance P. Boyce, Co-Regional Director
           Vancouver, Wa 98684                               www.financialnetwork.com                                                                         Ward L. Jones, Co-Regional Director, OSJ Manager
  3 3      First Independent Wealth                          360.699.4221                        19 X X X X X X                            X X X X Jennifer M. Rhoads, Director of Wealth Management                        2003
           Management, 1220 Main St., Suite 300              360.759.3553                                                                                     Michael Macnab,VP, Manager of Trust & Investments
           Vancouver, Wa 98660                               www.firstindy.com                                                                                John Cameron, Senior VP, Manager of Investment advisory & Brokerage
  4 4      Morgan Stanley Smith Barney                       360.696.0071                        15 X X X X X X X X X X X Rick Grimshaw, CPM, CIMa, Branch Manager                                                          1987
           1701 S.E. Columbia River Drive, Suite 120         360.992.7999                                                                                     Curtis Lowery, CIMa, Senior Vice President
           Vancouver, Wa 98661                               www.morganstanleyindividual.com                                                                  Linda Haines, CFP, CIMa, First Vice President
  5 6      Riverview Asset Management &                      360.693.7442                        12 X X X X X X X                              X X            John a. karas Esq., President, CEO                            1999
           Trust Co. Inc. , 900 Washington St.,              360.693.7546                                                                                     Christopher a. Butler, CFP, Senior Vice President
           Suite 900, Vancouver, Wa 98660                    www.riverviewinvestments.com                                                                     Lori M. Hawkins, CTFa, Senior Vice President
  6 5      Waddell & Reed Financial Advisors                 360.694.1266                        10 X X X X X X                            X X X X Rich Williams                                                            1979
           16219 S.E. 12th St., Suite 203                    360.737.2371                                                                                     Managing Principal
           Vancouver, Wa 98683                               www.waddell.com
  7 7 Thrivent Financial For Lutherans                       360.335.3350                        9    X X X X X                                X X X Doug Ruecker, Senior Partner                                           1975
           16701 S.E. McGillivray Blvd., Suite 250           360.369.4821
           Vancouver, Wa 98683                               www.thrivent.com
  8 10 City Financial Group Inc.                             360.694.0159                        9    X X X X X                      X X X X X Dennis L. Breitenstein, President                                            1982
           3606 Main St., Suite 100                          360.735.1239                                                                                     Linda D. Breitenstein, Owner
           Vancouver, Wa 98663                               www.cityfinancialgroup.net
  9 8 Martel Wealth Advisors Inc.                            360.694.9940                        9    X X X X X X                          X X X              Mark S. Martel, CFP                                           1982
           2001 S.E. Columbia River Drive, Suite 100         360.694.9999                                                                                     Randall D. Bateman, CFP, CLU
           Vancouver, Wa 98661                               www.martelwealthadvisors.com                                                                     Ira S. nies, CFP, aaI
 10 11     Johnson Bixby & Assoc. LLC                        360.695.1795                        8    X X X X X X                              X X X Heidi M. Bixby, CFP                                                    1983
           1610 “C” St., Suite 201                           360.695.1798                                                                                     kimberly Baker, CFP
           Vancouver, Wa 98663                               www.johnsonbixby.com                                                                             Rebecca Eckert, CFP, ChFC
 11 14     Wells Fargo Advisors                              360.993.3754                        7    X X X X X                      X X X X X Jeff Grubb                                                                   1863
           700 Washington, Suite 501                         nD                                                                                               Executive Vice President, Regional Managing Director
           Vancouver, Wa 98660                               www.wellsfargo.com
 12 12 Financial Advisors - KMS                              360.693.9253                        7    X X X X X X                              X X X David W. Mason, CFP, CDFa                                              1990
           315 W. Mill Plain Blvd., Suite 200                360.693.9260                                                                                     Ralph H. Doggett, CFP, Ea
           Vancouver, Wa 98660                               www.financialadvisorskms.com
 13 9 Boyce Financial Group LLC                              360.695.0981                        7    X         X           X              X X X              Ronald C Boyce, CFP, CEO, President                           1991
           15597 S.E. Mill Plain Blvd.                       360.695.1329                                                                                     Lance P. Boyce, CFP, Executive Vice President
           Vancouver, Wa 98684                               www.boycefinancialgroup.com                                                                      Ward L. Jones, OSJ
 14 13 Raymond James Financial Services Inc.; 360.693.6571                                       6         X                                   X              Joe Palena, CLU, ChFC                                         1972
           Palena Assoc. Inc., 915 Broadway St.,             360.696.1766                                                                                     David Palena, CLU, aEP
           Third Floor, Vancouver, Wa 98660                  www.raymondjames.com                                                                             Larry Lafady, CLU, ChFC
 15 15 Foster & Assoc.                                       360.883.2623                        6    X X X X X X                          X X X X Dan Foster, President                                                    1998
           15609 S.E. Mill Plain Blvd., Suite 100            www.ameripriseadvisors.com                                                                       Mike Mignano,Vice President
           Vancouver, Wa 98684                               /dan.h.foster-cpa                                                                                Devlin Carothers, Financial advisor
 16 17 Reliance Investing Inc.                               360.694.4015                        5    X X             X X            X         X X X Destry Witt, President                                                 1992
           1498 S.E. Tech Center Place, Suite 160            360.694.7301
           Vancouver, Wa 98683                               www.relianceinvesting.com
 17 16 Laurus Wealth Management                              360.514.8300                        5    X X X X X X X X X X                                     Michael R. Burgoyne, ChFC, CFP, aIF, President,               1998
           201 n.E. Park Plaza Drive, Suite 145              360.514.8303                                                                                     Wealth advisor; Philip R. Hopkins, aIF, Wealth advisor
           Vancouver, Wa 98684                               www.lwmllc.com                                                                                   Walter D. Warren, Wealth advisor
 18 nR Garrow Equity LLC                                     360.553.7040                        5                                             X X            Russ Garrow, President                                        2008
           1305 Columbia St.                                 nD                                                                                               Dennis Rugg
           Vancouver, Wa 98665                               www.garrowequity.com                                                                             alan Ford
 19 18 Limoges Investment Management PC 360.694.2752                                             4    X X X X X X                          X X X              Craig Limoges, CFa, CFP, Ea, President & Investment advisor   1993
           1104 Main St., Suite 320                          nD                                                                                               George Middleton, CFa, CPa-PFS, Investment advisor
           Vancouver, Wa 98660                               www.limogesinvest.com
 20 nR Dale Q. Rice Investment Management Ltd. 360.693.7577                                      4    X X X X X                                X X            Dale Q. Rice, President                                       1998
           1917 Main St.                                     360.695.3899
           Vancouver, Wa 98660                               na
 21 19 Thompson Financial Services LLC                       360.694.3886                        4    X X X X X X X X X X X Dick Thompson, CPa                                                                              2000
           915 Broadway St., Suite 310                       nD                                                                                               Mary Thompson, CPa
           Vancouver, Wa 98660                               na
 22 22 Crosby & Assoc./Ameriprise Financial 360.573.3346 • 360.573.3392                          3    X X X X X                            X X X              Patty Carnovale, Financial advisor                            1983
           Services Inc. 10000 n.E. Seventh ave.,            www.ameripriseadvisors.com
           Suite 320, Vancouver, Wa 98685                    / patty.j.carnovale/profile
 23 26 Meier Financial                                       360.514.8114                        3    X X X X X X X X X X X Gary a. Meier, ChFC, CLU                                                                        1984
           201 n.E. Park Plaza Drive, Suite 286              360.514.8115
           Vancouver, Wa 98684                               www.garymeier.com
 24 21 Threshold Inc.                                        360.694.2556                        3    X X             X X                  X X           X Mary B. Meyers, Registered Representative                        1989
           1055 Officers Row                                 360.694.1186                                                                                     Colin ault, Registered Representative
           Vancouver, Wa 98661                               www.thresholdinc.net                                                                             Kirsten Larsen, Office Manager & Admin. Assistant
 25 nR Kirkendall Financial Services                         360.256.5106                        2    X X X X X                                X X X Stephen R. kirkendall, CFP, ChFC, Owner                                1976
           12014 S.E. Mill Plain Blvd., Suite 220a           360.882.5156
           Vancouver, Wa 98684                               www.kirkendallfinancial.com
Research by Kim Smith                             Companies that did not respond to list questionnaires were removed. Expanded and updated lists are available in electronic          NA=Not applicable ND=Not disclosed
Source: A representative of each company          format year round. Call 360.448.6010 with corrections and additions, or 360.695.2442 to purchase electronic lists.                  NR= Not ranked

								
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