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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
Scott Price (CRD# 6158721) is an Investment Advisor Representative working at Edward Jones in La Conner, WA and has over 10 years of experience in the finance industry.
Anthony Soans (CRD# 2181774) is an Investment Advisor Representative working at Lpl Financial LLC in La Conner, WA and has over 32 years of experience in the finance industry.
Constance Moore (CRD# 5693579) is an Investment Advisor Representative working at Edward Jones in La Conner, WA and has 1 year of experience in the finance industry.
Brian Wyatt, CFP® (CRD# 5438563) is an Independent Financial Advisor and fiduciary with Wyatt Wealth Management in Arlington, WA and has over 12 years of experience in the finance management industry. He serves clients in King County, Snohomish County, and Skagit County. He specializes in designing and implementing comprehensive retirement strategies and wealth management.
Brian Wyatt is 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...
Nick Bormann, Ph.D., CFP® is an Investment Advisor and Financial Planner working at Bormann Wealth Management, LLC, home office based in Spokane, WA. He has over 5 years of experience in the finance industry.
Nick specializes in working with busy professionals (attorneys, educators, entrepreneurs) in building and preserving assets during their careers, while making a plan for whatever comes next.
You can visit his FAQs page, or learn about becoming a client. He also writes a regular blog about advanced investing and personal finance topics.
Background:
Nick graduated from Gonzaga...
Taylor Aitken (CRD# 7053502) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has over 5 years of experience in the finance industry.
James Allen (CRD# 1069257) is an Investment Advisor Representative working at Wells Fargo Advisors in Friday Harbor, WA and has over 41 years of experience in the finance industry. James Allen 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.
Stephen Amble (CRD# 4410652) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 19 years of experience in the finance industry.
Mark Anderson (CRD# 6111967) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spokane, WA and has over 11 years of experience in the finance industry. Mark Anderson 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.
Richard Anderson (CRD# 2231612) is an Investment Advisor Representative working at Royal Fund Management, LLC in Mount Vernon, WA and has over 21 years of experience in the finance industry.