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Distance Only Lake Forest Park, 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
Kelsey Althouse (CRD# 6195172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Forest Park, WA and has over 9 years of experience in the finance industry.
Mark Bergeron (CRD# 839130) is an Investment Advisor Representative working at Wlfb Inc. in Kirkland, WA and has over 40 years of experience in the finance industry. Mark Bergeron 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Keith Campbell (CRD# 6274873) is an Investment Advisor Representative working at Smart Portfolios, LLC in Lake Forest Park, WA and has over 10 years of experience in the finance industry.
James Hansen (CRD# 1332863) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lake Forest Park, WA and has over 39 years of experience in the finance industry.
Kevin Hansen (CRD# 5038611) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lake Forest Park, WA and has over 17 years of experience in the finance industry.
Lance Jacobsen (CRD# 6117999) is an Investment Advisor Representative working at Edward Jones in Lake Forest Park, WA and has over 11 years of experience in the finance industry.
Joseph Leedom (CRD# 5783278) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Forest Park, WA and has over 13 years of experience in the finance industry.
Philip Murphy (CRD# 1567226) is an Investment Advisor Representative working at Smart Portfolios, LLC in Lake Forest Park, WA and has over 37 years of experience in the finance industry.
Robert Valdez (CRD# 5899706) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Forest Park, WA and has over 12 years of experience in the finance industry.
Sergio Colon (CRD# 7814558) is an Investment Advisor Representative working at Edward Jones in Lake Forest Park, WA and has 1 year of experience in the finance industry.