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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
Carl Lovsted (CRD# 6836892) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 5 years of experience in the finance industry. Carl Lovsted 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.
Robert Lybbert (CRD# 7451138) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has over 2 years of experience in the finance industry.
Lane Mallula (CRD# 6939916) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kirkland, WA and has over 2 years of experience in the finance industry.
Kelly McLaughlin (CRD# 6120618) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Kirkland, WA and has over 8 years of experience in the finance industry. Kelly McLaughlin 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.
Ali Memaran-Dadgar (CRD# 5652400) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has 1 year of experience in the finance industry.
Diana Mendoza (CRD# 7459079) is an Investment Advisor Representative working at Morgan Stanley in Kirkland, WA and has 1 year of experience in the finance industry.
Christian Miller (CRD# 7732566) is an Investment Advisor Representative working at Capital Planning, LLC in Kirkland, WA and has 1 year of experience in the finance industry.
Charlene Nelson (CRD# 7450943) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has 1 year of experience in the finance industry.
Eric Owens (CRD# 6896922) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kirkland, WA and has over 6 years of experience in the finance industry.
Keith Pareti (CRD# 4993525) is an Investment Advisor Representative working at Morgan Stanley in Kirkland, WA and has over 15 years of experience in the finance industry.