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Distance Only Everett, WA
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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
Sandra Lehning (CRD# 1393241) is an Investment Advisor Representative working at D.a. Davidson & Company in Everett, WA and has over 19 years of experience in the finance industry.
Thomas Little (CRD# 2706513) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Everett, WA and has over 27 years of experience in the finance industry.
Thomas Little (CRD# 310926) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Everett, WA and has over 41 years of experience in the finance industry.
Jane Loeb (CRD# 4843934) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Everett, WA and has over 19 years of experience in the finance industry.
Robert Martin (CRD# 2465413) is an Investment Advisor Representative working at Rainier Wealth Management LLC in Everett, WA and has over 30 years of experience in the finance industry. Robert Martin 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.
Kyle Max (CRD# 5984599) is an Investment Advisor Representative working at Lpl Financial LLC in Everett, WA and has over 11 years of experience in the finance industry.
Christine Mezo (CRD# 5016199) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 8 years of experience in the finance industry.
Sharon Morganti (CRD# 2434592) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 18 years of experience in the finance industry.
Howard Morin (CRD# 5334930) is an Investment Advisor Representative working at Helium Advisors LLC in Everett, WA and has over 16 years of experience in the finance industry.
Jason Nelson (CRD# 2962312) is an Investment Advisor Representative working at Viceroy Investment Advisors LLC in Everett, WA and has over 26 years of experience in the finance industry. Jason Nelson 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.