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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
Austin Goddard (CRD# 5257056) is an Investment Advisor Representative working at Taylor Goddard Investments in Yelm, WA and has over 17 years of experience in the finance industry.
Barbara Greatwood (CRD# 2985394) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Centralia, WA and has over 26 years of experience in the finance industry. Barbara Greatwood 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.
Christopher Hallett (CRD# 4421014) is an Investment Advisor Representative working at Edward Jones in Tenino, WA and has over 22 years of experience in the finance industry.
Walter Harrison (CRD# 855673) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yelm, WA and has 1 year of experience in the finance industry. Walter Harrison 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.
Kevin Hayward (CRD# 5923102) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lacey, WA and has over 12 years of experience in the finance industry.
David Hoffert (CRD# 4330158) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lacey, WA and has over 23 years of experience in the finance industry.
Vanessa Horning (CRD# 6158720) is an Investment Advisor Representative working at Edward Jones in Napavine, WA and has over 10 years of experience in the finance industry.
Whitney Kershner (CRD# 5732840) is an Investment Advisor Representative working at Edward Jones in Tumwater, WA and has over 14 years of experience in the finance industry.
Nancy Lapointe (CRD# 3228677) is an Investment Advisor Representative working at Commonwealth Financial Network in Lacey, WA and has over 24 years of experience in the finance industry. Nancy Lapointe 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 Lawrence (CRD# 4270227) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Centralia, WA and has over 23 years of experience in the finance industry.