TC
TC

Tiffany Elise Cote

23 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

11245 SE 6th Street, Building B, Suite 120, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tiffany is a registered investment advisor DBA and DBA for LPL business under B3 Wealth Strategies, dedicating full-time hours to these activities. She also works as a notary, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2025 - Present · 3 mos
B3 Wealth Strategies
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Financial Advocates Advisory Services, LLC
March 2012 - December 2013 · 1 yr 9 mos
Financial Advocates Investment Management
January 2012 - October 2019 · 7 yrs 9 mos
LPL Financial LLCBroker
June 2010 - October 2023 · 13 yrs 4 mos
LPL Financial LLC
June 2010 - August 2018 · 8 yrs 2 mos
Symetra Investment Services, INC.
September 2009 - May 2010 · 8 mos
Symetra Investment Services, INC.Broker
September 2009 - May 2010 · 8 mos
Russell Investments
December 2007 - April 2009 · 1 yr 4 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
July 2001 - April 2009 · 7 yrs 9 mos
State Registrations1 state
WA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Tiffany Elise Cote - Financial Advisor | TrueAdvisor