RBC Capital Markets
43yrs
Top advisor by experience in Kirkland
3yrs
Liam Settle
Financial advisor at Raymond James & Associates
Liam Settle is a fiduciary financial advisor in Kirkland, Washington, with 3 years in the industry. Liam joined Raymond James & Associates in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 297 advisors with offices in Kirkland, and one of 293 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office3500 Carillon Point., Kirkland, WA 98033
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2026 – nowRaymond James & Associates, Inc.Current firm
Questions to ask Liam
Tailored to Liam’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Liam
How do I contact Liam?
Call Raymond James & Associates at (727) 567-1000 and ask for Liam Settle. Liam works from the Kirkland, WA office.
How long has Liam been a financial advisor?
Liam has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Liam hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Liam a fiduciary?
Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liam paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Liam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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