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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
Brittany Rue (CRD# 6541107) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Edmonds, WA and has over 7 years of experience in the finance industry.
Jacob Sandberg (CRD# 6239637) is an Investment Advisor Representative working at Financial Advocates Investment Management in Edmonds, WA and has over 9 years of experience in the finance industry.
Timothy Schell (CRD# 6060324) is an Investment Advisor Representative working at Edward Jones in Edmonds, WA and has over 11 years of experience in the finance industry.
Aalok Shah (CRD# 3244464) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 22 years of experience in the finance industry. Aalok Shah 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.
Kenneth Smith (CRD# 5669320) is an Investment Advisor Representative working at Traner Smith Wealth Management, Inc. in Edmonds, WA and has over 14 years of experience in the finance industry.
Kevin Smith (CRD# 4974549) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edmonds, WA and has over 18 years of experience in the finance industry.
Robert Smith (CRD# 1188538) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edmonds, WA and has over 40 years of experience in the finance industry.
Barry Spomer (CRD# 1330257) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Edmonds, WA and has over 27 years of experience in the finance industry.
Patrick Swesey (CRD# 2071725) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Edmonds, WA and has over 33 years of experience in the finance industry.
Paul Swesey (CRD# 6427402) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Edmonds, WA and has over 8 years of experience in the finance industry.