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Distance Only Lakewood, 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
Robert Hoffman (CRD# 3221125) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood, WA and has over 24 years of experience in the finance industry.
Christopher Kimball (CRD# 2401764) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in Lakewood, WA and has over 30 years of experience in the finance industry. Christopher Kimball 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.
Jason Kwon (CRD# 4789098) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakewood, WA and has over 19 years of experience in the finance industry.
Jonn Mason (CRD# 822882) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Lakewood, WA and has over 36 years of experience in the finance industry.
Susan McCoy (CRD# 2982685) is an Investment Advisor Representative working at Money Concepts Advisory Service in Lakewood, WA and has over 26 years of experience in the finance industry.
Christopher Muller (CRD# 6127722) is an Investment Advisor Representative working at First Command Advisory Services in Lakewood, WA and has over 11 years of experience in the finance industry.
Melissa Newell (CRD# 6993574) is an Investment Advisor Representative working at Edward Jones in Lakewood, WA and has over 5 years of experience in the finance industry.
David Ortega (CRD# 4517969) is an Investment Advisor Representative working at Edward Jones in Lakewood, WA and has over 22 years of experience in the finance industry.
Linda Rutledge (CRD# 2580034) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lakewood, WA and has over 29 years of experience in the finance industry.
Maria Lourdes Sevilla (CRD# 4056003) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakewood, WA and has over 22 years of experience in the finance industry.