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Distance Only Kennewick, 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
Chad Orth (CRD# 3227329) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kennewick, WA and has over 24 years of experience in the finance industry.
Monica Owens (CRD# 5566047) is an Investment Advisor Representative working at Lpl Financial LLC in Kennewick, WA and has over 10 years of experience in the finance industry.
Alexander Peloquin (CRD# 6728541) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Kennewick, WA and has over 5 years of experience in the finance industry.
Valen Permann (CRD# 6847291) is an Investment Advisor Representative working at Cwm, LLC in Kennewick, WA and has over 6 years of experience in the finance industry.
Matthew Petersen (CRD# 6174279) is an Investment Advisor Representative working at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA and has over 11 years of experience in the finance industry.
Tyler Price (CRD# 5037418) is an Investment Advisor Representative working at Commonwealth Financial Network in Kennewick, WA and has over 18 years of experience in the finance industry. Tyler Price 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.
Loren Prieser (CRD# 6228089) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kennewick, WA and has over 6 years of experience in the finance industry.
Rick Prime (CRD# 4728007) is an Investment Advisor Representative working at Hfg Advisors, Inc. in Kennewick, WA and has over 20 years of experience in the finance industry. Rick Prime 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.
Michael Rader (CRD# 860191) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kennewick, WA and has over 40 years of experience in the finance industry.
Vicki Reed (CRD# 2755890) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kennewick, WA and has over 12 years of experience in the finance industry.