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Distance Only Bellingham, WA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Alton Cogert (CRD# 5612068) is an Investment Advisor Representative working at Strategic Asset Alliance in Bellingham, WA and has 1 year of experience in the finance industry.
Ronald Colson (CRD# 1715364) is an Investment Advisor Representative working at Bellinghamfinancialplanners.com in Bellingham, WA and has 1 year of experience in the finance industry. Ronald Colson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Crawford (CRD# 6183164) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 10 years of experience in the finance industry.
Owaiz Dadabhoy (CRD# 4677306) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 20 years of experience in the finance industry.
Melvin Danson (CRD# 4231528) is an Investment Advisor Representative working at Baring Financial LLC in Bellingham, WA and has over 23 years of experience in the finance industry.
Shannon Day (CRD# 6556979) is an Investment Advisor Representative working at Edward Jones in Bellingham, WA and has over 8 years of experience in the finance industry.
Marvin Degraaff (CRD# 2591050) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 29 years of experience in the finance industry. Marvin Degraaff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Dempsey (CRD# 5782019) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 13 years of experience in the finance industry.
David Deyoung (CRD# 4759251) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bellingham, WA and has over 19 years of experience in the finance industry.
David Dick (CRD# 4470567) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 21 years of experience in the finance industry. David Dick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.