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Distance Only Wenatchee, 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
Timothy Dilley (CRD# 5843205) is an Investment Advisor Representative working at Avantax Advisory Services in Wenatchee, WA and has over 13 years of experience in the finance industry.
Braden Draggoo (CRD# 5459591) is an Investment Advisor Representative working at Eagle Strategies LLC in Wenatchee, WA and has over 14 years of experience in the finance industry.
Suzanne Evans (CRD# 1417597) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 6 years of experience in the finance industry.
Lori Galbraith (CRD# 5695186) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 14 years of experience in the finance industry.
Geoffrey Gatewood (CRD# 6556981) is an Investment Advisor Representative working at Lpl Financial LLC in Wenatchee, WA and has over 8 years of experience in the finance industry.
Wade Gebers (CRD# 3243492) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 24 years of experience in the finance industry.
Darren Goehner (CRD# 4867112) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 19 years of experience in the finance industry.
Guillermina Gomez Zepeda (CRD# 5727225) is an Investment Advisor Representative working at Edward Jones in Wenatchee, WA and has over 5 years of experience in the finance industry.
Doug Graumann (CRD# 2497329) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Wenatchee, WA and has over 29 years of experience in the finance industry.
Sean Gross (CRD# 1989584) is an Investment Advisor Representative working at Telos Wealth in Wenatchee, WA and has over 33 years of experience in the finance industry. Sean Gross 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.