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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
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.
Matthew Kok (CRD# 3051697) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lynden, WA and has over 26 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.
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.
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.
Mark Logan (CRD# 2501428) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 29 years of experience in the finance industry. Mark Logan 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.
Eric Ludwig (CRD# 6104216) is an Investment Advisor Representative working at Edward Jones in Lynden, WA and has over 11 years of experience in the finance industry.
Brian Lydiard (CRD# 4438922) is an Investment Advisor Representative working at Edward Jones in Lynden, WA and has over 22 years of experience in the finance industry.
Christopher Malde (CRD# 6170466) is an Investment Advisor Representative working at Malde Capital Management, LLC in Spokane, WA and has 1 year of experience in the finance industry.