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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
Christopher Herkert (CRD# 5865062) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Bellingham, WA and has over 13 years of experience in the finance industry.
Kellan Herndon (CRD# 6948032) is an Investment Advisor Representative working at Edward Jones in Lynden, WA and has over 5 years of experience in the finance industry.
Gregory Herrling (CRD# 5590483) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bellingham, WA and has over 15 years of experience in the finance industry. Gregory Herrling 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.
Cheryl Hirss (CRD# 4699084) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Bellingham, WA and has over 20 years of experience in the finance industry.
Luther Hodges (CRD# 6032162) is an Investment Advisor Representative working at Waycross Investment Management Co in Bellingham, WA and has over 11 years of experience in the finance industry.
Mark Hoemann (CRD# 1914648) is an Investment Advisor Representative working at On Investment Management Co in Bellingham, WA and has over 35 years of experience in the finance industry. Mark Hoemann 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.
Kyle Jackson (CRD# 5125808) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 17 years of experience in the finance industry. Kyle Jackson 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.
Israel Jacob (CRD# 2415037) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lynden, WA and has over 30 years of experience in the finance industry.
Kelly Jensen (CRD# 2578959) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellingham, WA and has over 24 years of experience in the finance industry.
Richard Joines (CRD# 3172865) is an Investment Advisor Representative working at Fsr Wealth Management, LLC in Bellingham, WA and has over 25 years of experience in the finance industry.