Demographics

FPA of Puget Sound promotes the value of financial planning.  It provides educational and networking opportunities for financial planning professionals in the Puget Sound region. 

 

FPA of Puget Sound is one of the nation's largest and most preeminent organizations for financial planning professionals.  FPA of Puget Sound members span south from Olympia to the Canadian Border and east to the Tri-Cities. 

 

FACTS: 

 

  • Approximately 400 members
  • Over 75% of our members hold the CFP designation
  • 40% are SEC registered
  • 35% are state registered
  • License types:
    • Series 6 · 5%
    • Series 7 · 44%
    • Series 63 · 35%
    • Series 65 · 36%
    • Series 66 · 12% 

 

 

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