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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
David Anderson (CRD# 1478955) is an Investment Advisor Representative working at Agate Pass Investment, LLC in Bainbridge Island, WA and has over 26 years of experience in the finance industry.
Robert Bjur (CRD# 2441395) is an Investment Advisor Representative working at Coast Capital Management in Bainbridge Island, WA and has over 24 years of experience in the finance industry. Robert Bjur 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 Byl (CRD# 1308490) is an Investment Advisor Representative working at Agate Pass Investment, LLC in Bainbridge Island, WA and has over 31 years of experience in the finance industry.
Elizabeth Jones (CRD# 1643510) is an Investment Advisor Representative working at Blakely Harbor Advisors, LLC in Bainbridge Island, WA and has over 25 years of experience in the finance industry.
Mark Kruse (CRD# 2643493) is an Investment Advisor Representative working at Brackenwood Capital Management, LLC in Bainbridge Island, WA and has over 16 years of experience in the finance industry. Mark Kruse 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.
Steven Olson (CRD# 2418002) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Bainbridge Island, WA and has over 15 years of experience in the finance industry. Steven Olson 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.
Carson Cole (CRD# 2516660) is an Investment Advisor Representative working at Nuku in Bainbridge Island, WA and has over 18 years of experience in the finance industry.
Gregg Dawson (CRD# 5626964) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Bainbridge Island, WA and has over 9 years of experience in the finance industry.
Shane Dir (CRD# 5167781) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Bainbridge Island, WA and has over 11 years of experience in the finance industry.
Steven Farley (CRD# 2237096) is an Investment Advisor Representative working at Lpl Financial LLC in Bainbridge Island, WA and has over 25 years of experience in the finance industry.