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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
Jeffrey Robertson (CRD# 1181208) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chehalis, WA and has over 40 years of experience in the finance industry. Jeffrey Robertson 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.
Donald Wilson (CRD# 1816354) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chehalis, WA and has over 28 years of experience in the finance industry.
Jenna Nacht (CRD# 5180156) is an Investment Advisor Representative working at Edward Jones in Chehalis, WA and has 1 year of experience in the finance industry.
Silas Newkirk (CRD# 7069590) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Chehalis, WA and has over 3 years of experience in the finance industry.
Jason Andrew (CRD# 5198560) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tumwater, WA and has over 17 years of experience in the finance industry.
Samuel Armour (CRD# 7007029) is an Investment Advisor Representative working at Ragnar Wealth Management, LLC in Tumwater, WA and has 1 year of experience in the finance industry. Samuel Armour 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.
John Baker (CRD# 2740687) is an Investment Advisor Representative working at Lpl Financial LLC in Lacey, WA and has over 25 years of experience in the finance industry.
Francisco Barreto (CRD# 4494260) is an Investment Advisor Representative working at Lpl Financial LLC in Olympia, WA and has over 22 years of experience in the finance industry.
Brett Boyer (CRD# 6351240) is an Investment Advisor Representative working at Commonwealth Financial Network in Lacey, WA and has over 9 years of experience in the finance industry.
Lisa Brager (CRD# 6161898) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 10 years of experience in the finance industry.