Veliz Capital Management

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708 Broadway Ste 110

Tacoma, WA 98402

+1 (253) 284-5700

https://financialadvocates.com

Veliz Capital Management, based in Olympia, WA, is a leading financial services provider affiliated with LPL Financial. As the 4th Largest OSJ with LPL Financial, they specialize in assisting financial advisors in transitioning to independence, offering comprehensive support in regulatory compliance, back office administration, business development consulting, and technology assistance.

Their dedicated team is committed to empowering financial advisors to thrive in their independent practices by providing the necessary tools and resources to succeed in today's competitive market. With a focus on personalized service and strategic guidance, Veliz Capital Management is a trusted partner for advisors seeking to elevate their practice and achieve long-term success.

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