Welcome to the Pacific Northwest Firm of AXA Advisors, LLC

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Address:

10500 NE 8th Street, Suite 1600
Bellevue, WA 98004

One SW Columbia, Suite 1550

Portland, OR 97258

Phone:

Bellevue (206) 728-2400 , Portland (503) 222-9471

Adam Harvey, CFP®, CLU

Adam Harvey, CFP®, CLU

CERTIFIED FINANCIAL PLANNER™ professional

Since joining AXA Advisors over ten years ago I have developed a formalized approach to financial planning and helping my clients. My personal mission is to help guide clients towards achieving financial success through unbiased goal oriented financial advice. Whether working with individuals, families or businesses, my objective is the same- to form a long lasting relationship based on trust so that together we can create a financial life plan to help you realize your financial goals and dreams.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. [Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.] Annuity and insurance products, including those of AXA Equitable Life Insurance Company (AXA Equitable), offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors, AXA Network and AXA Equitable are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-956-6210
Fax 206-956-6202
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck