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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
Steven Beals (CRD# 2851012) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bellevue, WA and has over 27 years of experience in the finance industry.
James Beatty (CRD# 3055477) is an Investment Advisor Representative working at Lpl Financial LLC in Bellevue, WA and has over 25 years of experience in the finance industry.
Bijan Behboodi (CRD# 5949278) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 10 years of experience in the finance industry.
Matthew Behning (CRD# 6269145) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 9 years of experience in the finance industry.
Michael Bell (CRD# 2660446) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellevue, WA and has over 28 years of experience in the finance industry.
James Bennett (CRD# 1996903) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellevue, WA and has over 34 years of experience in the finance industry.
Daniel Berge (CRD# 2458325) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 29 years of experience in the finance industry. Daniel Berge 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.
Robert Berntson (CRD# 4469415) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 22 years of experience in the finance industry.
Kevin Berry (CRD# 2894776) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 26 years of experience in the finance industry.
David Berthon (CRD# 5686758) is an Investment Advisor Representative working at Berntson Porter Wealth Management, LLC in Bellevue, WA and has over 14 years of experience in the finance industry.