A former financial advisor in the Seattle area was sentenced to 32 months in prison Friday for a wire fraud scheme that stole $531,411 from a client’s trust account over roughly six years. Michael P.

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.

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Greetings Seattle! We’re your go-to source for what’s happening in town. Read on to get plugged in! ☕️️ In today's newsletter: Seattle advisor sentenced for stealing over $500K Explore unique quilts ...

Waverly Advisors, a Birmingham, Ala., RIA managing about $25 billion in assets for high-net-worth clients, has acquired Pacific Portfolio Consulting, a Seattle-based wealth management firm, and ...

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) specializing in investment management, financial planning, and wealth management solutions for high-net-worth ...