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Distance Only Bellingham, WA
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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
Brian Smith (CRD# 3149295) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 25 years of experience in the finance industry.
Elizabeth Snyder (CRD# 6804652) is an Investment Advisor Representative working at Trail Financial Planning LLC in Bellingham, WA and has over 7 years of experience in the finance industry.
Cassandra Spitzer (CRD# 5822620) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 12 years of experience in the finance industry. Cassandra Spitzer 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.
Richard Steele (CRD# 3230631) is an Investment Advisor Representative working at Avantax Advisory Services in Bellingham, WA and has over 24 years of experience in the finance industry.
Antonette Swanson (CRD# 5853824) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bellingham, WA and has over 12 years of experience in the finance industry.
Richard Tilbury (CRD# 3150411) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellingham, WA and has over 25 years of experience in the finance industry.
Treena Tipton (CRD# 2333973) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 31 years of experience in the finance industry.
Virginia Tobin (CRD# 2148730) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 29 years of experience in the finance industry.
Misty Triplett (CRD# 5398370) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 12 years of experience in the finance industry.
Paul Twedt (CRD# 2436736) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bellingham, WA and has over 30 years of experience in the finance industry.