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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
Clifton Hume (CRD# 2595565) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Eastsound, WA and has over 25 years of experience in the finance industry.
John Moore (CRD# 4638677) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Eastsound, WA and has over 20 years of experience in the finance industry.
Jeffrey Pietsch (CRD# 6011071) is an Investment Advisor Representative working at Eastsound Capital Advisors LLC in Eastsound, WA and has 14 years of experience in the finance industry.
The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Mr. Pietsch is also a co-registered representative of CONCERT...
Laura Kogen (CRD# 5769686) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Eastsound, WA and has over 13 years of experience in the finance industry.
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...
James Allen (CRD# 1069257) is an Investment Advisor Representative working at Wells Fargo Advisors in Friday Harbor, WA and has over 41 years of experience in the finance industry. James Allen 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.
Steven Alvord (CRD# 2375862) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellingham, WA and has over 30 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.
Mark Anderson (CRD# 6111967) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spokane, WA and has over 11 years of experience in the finance industry. Mark Anderson 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.
Seth Anderson (CRD# 4769925) is an Investment Advisor Representative working at Lpl Financial LLC in Lynden, WA and has over 17 years of experience in the finance industry.