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Distance Metro area (25 miles)
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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
Patrick Barrett (CRD# 2358351) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Anacortes, WA and has over 30 years of experience in the finance industry.
James Bunker (CRD# 35168) is an Investment Advisor Representative working at Performance Tracking Inc. in Anacortes, WA and has over 39 years of experience in the finance industry.
Keith Hamilton (CRD# 1870461) is an Investment Advisor Representative working at Lpl Financial LLC in Anacortes, WA and has over 34 years of experience in the finance industry. Keith Hamilton 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.
Benjamin Jensen (CRD# 4803265) is an Investment Advisor Representative working at Edward Jones in Anacortes, WA and has over 19 years of experience in the finance industry.
Elliott Johnson (CRD# 5632190) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Anacortes, WA and has over 14 years of experience in the finance industry. Elliott Johnson 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.
Troy Kunz (CRD# 4824526) is an Investment Advisor Representative working at Edward Jones in Anacortes, WA and has over 19 years of experience in the finance industry.
Carmine Lafleur (CRD# 5780324) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Anacortes, WA and has over 13 years of experience in the finance industry.
Shona Martin (CRD# 6752077) is an Investment Advisor Representative working at Fidalgo Financial Planning in Anacortes, WA and has over 7 years of experience in the finance industry. Shona Martin 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.
Mark Rodriguez (CRD# 6377414) is an Investment Advisor Representative working at White River Capital, LLC in Anacortes, WA and has over 10 years of experience in the finance industry.
Steven Rutz (CRD# 4451107) is an Investment Advisor Representative working at Edward Jones in Anacortes, WA and has over 22 years of experience in the finance industry.