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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
Thomas Buckingham (CRD# 34447) is an Investment Advisor Representative working at Wedbush Securities Inc. in Camano Island, WA and has over 35 years of experience in the finance industry.
Christopher Frank (CRD# 4458001) is an Investment Advisor Representative working at Edward Jones in Camano Island, WA and has over 22 years of experience in the finance industry.
Jared Johnson (CRD# 6222565) is an Investment Advisor Representative working at Edward Jones in Camano Island, WA and has over 8 years of experience in the finance industry. Jared Johnson 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.
Patrick Oconnor (CRD# 4749188) is an Investment Advisor Representative working at Summit Peak Investments, LLC in Camano Island, WA and has 1 year of experience in the finance industry.
Brian Wyatt, CFP® (CRD# 5438563) is an Independent Financial Advisor and fiduciary with Wyatt Wealth Management in Arlington, WA and has over 12 years of experience in the finance management industry. He serves clients in King County, Snohomish County, and Skagit County. He specializes in designing and implementing comprehensive retirement strategies and wealth management.
Brian Wyatt is 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...
Nick Bormann, Ph.D., CFP® is an Investment Advisor and Financial Planner working at Bormann Wealth Management, LLC, home office based in Spokane, WA. He has over 5 years of experience in the finance industry.
Nick specializes in working with busy professionals (attorneys, educators, entrepreneurs) in building and preserving assets during their careers, while making a plan for whatever comes next.
You can visit his FAQs page, or learn about becoming a client. He also writes a regular blog about advanced investing and personal finance topics.
Background:
Nick graduated from Gonzaga...
Paul Adams (CRD# 3077936) is an Investment Advisor Representative working at Sound Financial, LLC in Lake Stevens, WA and has over 24 years of experience in the finance industry.
Taylor Aitken (CRD# 7053502) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has over 5 years of experience in the finance industry.
Wasan Al Mohamad (CRD# 6891283) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 6 years of experience in the finance industry.
Stephen Amble (CRD# 4410652) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 19 years of experience in the finance industry.