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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 Mercer (CRD# 2521613) is an Investment Advisor Representative working at Mercer Asset Management, Inc. in Bainbridge Island, WA and has over 26 years of experience in the finance industry.
Jonathan Minner (CRD# 4015617) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bainbridge Island, WA and has over 24 years of experience in the finance industry.
Charles Odell (CRD# 1526031) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bainbridge Island, WA and has over 37 years of experience in the finance industry.
Steven Olson (CRD# 2418002) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bainbridge Island, WA and has over 21 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.
Patricia Perez (CRD# 5419273) is an Investment Advisor Representative working at Edward Jones in Bainbridge Island, WA and has over 10 years of experience in the finance industry.
Jon Peterson (CRD# 1494888) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bainbridge Island, WA and has over 37 years of experience in the finance industry.
Thomas Reveley (CRD# 374480) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bainbridge Island, WA and has over 43 years of experience in the finance industry.
Bryan Rogowski (CRD# 3187234) is an Investment Advisor Representative working at Rogowski Wealth Management LLC in Bainbridge Island, WA and has over 11 years of experience in the finance industry.
Neil Rose (CRD# 4629568) is an Investment Advisor Representative working at Regency Capital Management Inc. in Bainbridge Island, WA and has over 21 years of experience in the finance industry.
Daniel Rutter (CRD# 4661088) is an Investment Advisor Representative working at Agate Pass Investment, LLC in Bainbridge Island, WA and has 1 year of experience in the finance industry.