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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
Abigail Damoiseaux (CRD# 7631547) is an Investment Advisor Representative working at Edward Jones in Kent, WA and has 1 year of experience in the finance industry.
Andrew Kim (CRD# 7238963) is an Investment Advisor Representative working at Edward Jones in Kent, WA and has over 3 years of experience in the finance industry.
Cristiaan Priebe (CRD# 7536271) is an Investment Advisor Representative working at Edward Jones in Kent, WA and has 1 year of experience in the finance industry.
Dalton Saggau (CRD# 7389915) is an Investment Advisor Representative working at Edward Jones in Kent, WA and has over 2 years of experience in the finance industry.
David Sienkiewich (CRD# 7138879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kent, WA and has over 4 years of experience in the finance industry.
Tracy Smith (CRD# 7033039) is an Investment Advisor Representative working at Edward Jones in Kent, WA and has 1 year of experience in the finance industry.
Alvin Wolcott (CRD# 2792237) is an Investment Advisor Representative working at Apex Tax & Financial Planning in Kent, WA and has over 27 years of experience in the finance industry. Alvin Wolcott 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.
Megan Wood (CRD# 7515231) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kent, WA and has 1 year of experience in the finance industry.
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth...
Angela Jolley (CRD# 4337938) is an Investment Advisor Representative working at Aspire Capital Advisors LLC in Seattle, WA and has over 23 years of experience in the finance industry. Angela Jolley 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.