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FORBES RECOGNIZES JIM CLARKE AS A BEST-IN-STATE WEALTH ADVISOR

FOR IMMEDIATE RELEASE

Edmonds, WA— April 25, 2025 – Jim Clarke, an independent LPL Financial advisor in Edmonds, WA has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry.

The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.

“We extend our heartfelt congratulations to Jim Clarke for the well-deserved recognition from Forbes,” said Julian Lopez, LPL’s executive vice president of Independent Advisor Services Relationship Management. “This award highlights his dedicated efforts in guiding his clients towards financial success, while helping them add inspiration and meaning to their lives and legacies.

Jim Clarke has over 30 years of experience in the financial services industry helping reduce client anxieties about the markets through financial planning, strong relationships, and championing independence.

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About Olympic Investment Group

Olympic Investment Group understands that wealth management is not a one-size-fits-all service. Our approach is deeply relational, focusing on the individual journey of each client. We take pride in our independence as financial advisors, which allows us the flexibility to create wealth strategies tailored to the unique goals and life circumstances of each client. From the onset, we work closely with you to understand your aspirations, assess your financial landscape, and craft a plan that aligns with your vision for the future.

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Olympic Investment Group is not a registered broker-dealer or investment advisor.

The LPL Financial Representative(s) associated with this website may only discuss and/or transact securities business in states they are licensed in.

LPL Financial, Forbes, SHOOK Research and Olympic Investment Group are all separate entities. 

This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Best-in-State Wealth Advisors list.

We routinely disclose information that may be important to shareholders in the “Investor Relations“ or “Press Releases“ section of our website. 

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