-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lorri Defoor (CRD# 6604621) is an Investment Advisor Representative working at Sustain Financial Inc. in Olympia, WA and has over 8 years of experience in the finance industry. Lorri Defoor 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.
Thomas Delaney (CRD# 2839233) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 18 years of experience in the finance industry.
Angela Denna (CRD# 4140619) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 15 years of experience in the finance industry.
Kelli Denney (CRD# 5444259) is an Investment Advisor Representative working at Armour Wealth Advisors, LLC in Tumwater, WA and has over 14 years of experience in the finance industry.
James Dimarco (CRD# 5558032) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 15 years of experience in the finance industry.
Arne Domas (CRD# 727937) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 43 years of experience in the finance industry.
Benjamin Doughty (CRD# 3154953) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Olympia, WA and has over 25 years of experience in the finance industry.
Jordan Dowers (CRD# 6587798) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tumwater, WA and has over 8 years of experience in the finance industry.
Sandra Drennon (CRD# 2124900) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 32 years of experience in the finance industry.
Gina Drew (CRD# 5836493) is an Investment Advisor Representative working at Key Investment Services LLC in Shelton, WA and has over 13 years of experience in the finance industry.