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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
Robert Bailey (CRD# 1947713) is an Investment Advisor Representative working at Primerica Advisors in Belfair, WA and has over 34 years of experience in the finance industry.
Stephanie Dormann (CRD# 4097562) is an Investment Advisor Representative working at Primerica Advisors in Belfair, WA and has over 24 years of experience in the finance industry.
David Hawley (CRD# 4450930) is an Investment Advisor Representative working at Edward Jones in Belfair, WA and has over 22 years of experience in the finance industry.
Shawna Stice-Hawley (CRD# 5877712) is an Investment Advisor Representative working at Edward Jones in Belfair, WA and has over 13 years of experience in the finance industry.
Janelle Pruett (CRD# 7050856) is an Investment Advisor Representative working at Primerica Advisors in Belfair, WA and has over 5 years of experience in the finance industry.
Rebekah Williamson (CRD# 6919155) is an Investment Advisor Representative working at Primerica Advisors in Belfair, WA and has over 5 years of experience in the finance industry.
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth...
Jeffrey Janeway (CRD# 6533806) is an Investment Advisor Representative working at Harbour Investments, Inc. in Edmonds, WA and has over 8 years of experience in the finance industry. Jeffrey Janeway 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.
Angela Jolley (CRD# 4337938) is an Investment Advisor Representative working at Aspire Capital Advisors LLC in Seattle, WA and has over 23 years of experience in the finance industry. Angela Jolley 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.
James Abodeely (CRD# 5464276) is an Investment Advisor Representative working at Sitka Pacific Capital Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.