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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
Ariel Joseph (CRD# 6347393) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellingham, WA and has over 6 years of experience in the finance industry.
Nicholas Kaiser (CRD# 865148) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 34 years of experience in the finance industry.
James Karel (CRD# 861100) is an Investment Advisor Representative working at Karel Capital, Inc. in Spokane, WA and has over 41 years of experience in the finance industry.
Jeffrey Keown (CRD# 4078893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellingham, WA and has over 24 years of experience in the finance industry.
Richard Keppler (CRD# 1174913) is an Investment Advisor Representative working at First Advisors National, LLC in Coupeville, WA and has over 39 years of experience in the finance industry.
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.
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.
Carmine Lafleur (CRD# 5780324) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Oak Harbor, WA and has over 13 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.