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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
Sarah Hand (CRD# 4975898) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bothell, WA and has over 7 years of experience in the finance industry.
Jonathan Heras (CRD# 5825001) is an Investment Advisor Representative working at Guide Advisors, Inc. in Bothell, WA and has over 13 years of experience in the finance industry.
Justin Holley (CRD# 5856017) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bothell, WA and has over 13 years of experience in the finance industry.
Bradley Jackson (CRD# 2742322) is an Investment Advisor Representative working at Avantax Advisory Services in Bothell, WA and has over 27 years of experience in the finance industry. Bradley 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.
Peter Jensen (CRD# 2489382) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bothell, WA and has over 29 years of experience in the finance industry.
Christopher Jones (CRD# 5857597) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bothell, WA and has over 13 years of experience in the finance industry.
Holly Liu (CRD# 5136368) is an Investment Advisor Representative working at Avantax Advisory Services in Bothell, WA and has over 17 years of experience in the finance industry.
Monica Lorimor (CRD# 2826172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bothell, WA and has over 26 years of experience in the finance industry.
Douglas McClure (CRD# 1455742) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bothell, WA and has over 38 years of experience in the finance industry. Douglas McClure 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.
Dennis Megaard (CRD# 5136373) is an Investment Advisor Representative working at Avantax Advisory Services in Bothell, WA and has over 17 years of experience in the finance industry.