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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
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.
Gabriel Twining (CRD# 6570412) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 8 years of experience in the finance industry. Gabriel Twining 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 Twining (CRD# 1225894) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 40 years of experience in the finance industry. James Twining 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.
Nathan Twining (CRD# 6142269) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA. As a fee-only advisor, Nathan designs and manages custom plans to help clients make wise decisions, grow their wealth, and gain peace of mind. Through objective advice and expertise, Nathan and his team works with clients to navigate the complexities of tax, investment and estate planning issues.
William Unrein (CRD# 2760504) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 27 years of experience in the finance industry.
Timothy Vail (CRD# 5626147) is an Investment Advisor Representative working at Vail Ridge Capital, LLC in Bellingham, WA and has over 15 years of experience in the finance industry.
Timothy Villhauer (CRD# 4243892) is an Investment Advisor Representative working at Edward Jones in Bellingham, WA and has over 23 years of experience in the finance industry.
Mark Wallace (CRD# 3133164) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 25 years of experience in the finance industry. Mark Wallace 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.
Lori Webber (CRD# 2964751) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 12 years of experience in the finance industry.