-
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
Sean Patton (CRD# 6269162) is an Investment Advisor Representative working at Avantax Advisory Services in Wenatchee, WA and has over 9 years of experience in the finance industry.
Thomas Paul (CRD# 3015719) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wenatchee, WA and has over 22 years of experience in the finance industry.
Brett Peterson (CRD# 7052665) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 5 years of experience in the finance industry.
Erik Peterson (CRD# 2709532) is an Investment Advisor Representative working at Planmember Securities Corporation in East Wenatchee, WA and has over 28 years of experience in the finance industry.
Kyle Peterson (CRD# 5788893) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 13 years of experience in the finance industry.
Robert Rockett (CRD# 1954933) is an Investment Advisor Representative working at Eagle Strategies LLC in Raymond, WA and has over 34 years of experience in the finance industry.
Daniel Rodgers (CRD# 5100360) is an Investment Advisor Representative working at Edward Jones in Wenatchee, WA and has over 18 years of experience in the finance industry.
Austin Scott (CRD# 6762180) is an Investment Advisor Representative working at Arbor Point Advisors in Wenatchee, WA and has over 6 years of experience in the finance industry. Austin Scott 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.
David Solomon (CRD# 5091055) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Wenatchee, WA and has over 17 years of experience in the finance industry.
Karlee Stanford (CRD# 6820356) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 5 years of experience in the finance industry. Karlee Stanford 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.