-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Richard Keppler (CRD# 1174913) is an Investment Advisor Representative working at First Advisors National, LLC in Coupeville, WA and has over 39 years of experience in the finance industry.
Scott Klimo (CRD# 2488127) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 29 years of experience in the finance industry.
Neal Kloke (CRD# 4852676) is an Investment Advisor Representative working at Lincoln Investment in Bellingham, WA and has over 17 years of experience in the finance industry.
Troy Kunz (CRD# 4824526) is an Investment Advisor Representative working at Edward Jones in Anacortes, WA and has over 19 years of experience in the finance industry.
Carmine Lafleur (CRD# 5780324) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Oak Harbor, WA and has over 13 years of experience in the finance industry.
Jay Lake (CRD# 1253117) is an Investment Advisor Representative working at Twenty Twenty Investment Advisors, LLC in Spokane, WA and has over 35 years of experience in the finance industry. Jay Lake 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.
Trenton Lay (CRD# 4763455) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Coupeville, WA and has over 19 years of experience in the finance industry.
Jody Lease (CRD# 5618098) is an Investment Advisor Representative working at Commonwealth Financial Network in Mount Vernon, WA and has over 14 years of experience in the finance industry.
Gary Lee (CRD# 1242630) is an Investment Advisor Representative working at Long View Financial Services, Inc. in Spokane, WA and has over 18 years of experience in the finance industry. Gary Lee 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.
Joseph Lindquist (CRD# 5186652) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mount Vernon, WA and has over 17 years of experience in the finance industry.