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Distance Only University Place, 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
Drew Jordan (CRD# 7180012) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in University Place, WA and has over 4 years of experience in the finance industry.
Betty Lake (CRD# 7029730) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in University Place, WA and has over 5 years of experience in the finance industry.
Ryan Linford (CRD# 4462448) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in University Place, WA and has 1 year of experience in the finance industry.
Randall Maag (CRD# 6118836) is an Investment Advisor Representative working at Osaic Wealth, Inc. in University Place, WA and has over 11 years of experience in the finance industry.
Aaron Nichols (CRD# 7188143) is an Investment Advisor Representative working at Creative Planning in University Place, WA and has 1 year of experience in the finance industry. Aaron Nichols 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.
Daniel Ostlund (CRD# 2219755) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in University Place, WA and has over 32 years of experience in the finance industry.
Tiara Prante (CRD# 6809161) is an Investment Advisor Representative working at Lincoln Investment in University Place, WA and has over 3 years of experience in the finance industry.
Rylee Sivertsen (CRD# 6974634) is an Investment Advisor Representative working at Lpl Financial LLC in University Place, WA and has 1 year of experience in the finance industry.