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Distance Only Bothell, 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
Eric Cumley (CRD# 4085668) is an Investment Advisor Representative working at Olympic Wealth Management LLC in Bothell, WA and has over 24 years of experience in the finance industry. Eric Cumley 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.
Douglas Custer (CRD# 2423737) is an Investment Advisor Representative working at Edelman Financial Engines in Bothell, WA and has over 30 years of experience in the finance industry. Douglas Custer 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.
Randall Davey (CRD# 5024690) is an Investment Advisor Representative working at Guide Advisors, Inc. in Bothell, WA and has over 15 years of experience in the finance industry.
Paul Doak (CRD# 2764556) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Bothell, WA and has over 27 years of experience in the finance industry. Paul Doak 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.
Marcus Dusenbury (CRD# 3081199) is an Investment Advisor Representative working at Edelman Financial Engines in Bothell, WA and has over 23 years of experience in the finance industry.
Charles Gardner (CRD# 1809943) is an Investment Advisor Representative working at Lpl Financial LLC in Bothell, WA and has over 35 years of experience in the finance industry. Charles Gardner 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 Gardner (CRD# 6056775) is an Investment Advisor Representative working at Lpl Financial LLC in Bothell, WA and has over 10 years of experience in the finance industry. Kyle Gardner 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.
Kristine Geer (CRD# 6222977) is an Investment Advisor Representative working at Guide Advisors, Inc. in Bothell, WA and has over 9 years of experience in the finance industry. Kristine Geer 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.
Ronald Geer (CRD# 2763949) is an Investment Advisor Representative working at Guide Advisors, Inc. in Bothell, WA and has over 27 years of experience in the finance industry.
Deborah Gianelli (CRD# 2835104) is an Investment Advisor Representative working at Whole Family Financial Services, Inc. in Bothell, WA and has over 27 years of experience in the finance industry. Deborah Gianelli 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.