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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
Lisa Owen (CRD# 5306206) is an Investment Advisor Representative working at Edward Jones in Spokane, WA and has over 10 years of experience in the finance industry.
Judith Paulson (CRD# 2872051) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bellingham, WA and has over 27 years of experience in the finance industry. Judith Paulson 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.
Shawn Peroff (CRD# 2702904) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 28 years of experience in the finance industry.
Eric Petersen (CRD# 6244785) is an Investment Advisor Representative working at Bellingham Capital in Bellingham, WA and has over 10 years of experience in the finance industry.
Robb Peterson (CRD# 1747275) is an Investment Advisor Representative working at Karel Capital, Inc. in Spokane, WA and has over 36 years of experience in the finance industry.
Warren Phillips (CRD# 3104701) is an Investment Advisor Representative working at Edward Jones in Arlington, WA and has over 25 years of experience in the finance industry.
Steve Piccini (CRD# 2224998) is an Investment Advisor Representative working at D.a. Davidson & Company in Burlington, WA and has over 32 years of experience in the finance industry.
Jeffrey Pietsch (CRD# 6011071) is an Investment Advisor Representative working at Eastsound Capital Advisors LLC in Eastsound, WA and has 14 years of experience in the finance industry.
The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Mr. Pietsch is also a co-registered representative of CONCERT...
Jonathan Piff (CRD# 4565113) is an Investment Advisor Representative working at Edward Jones in Friday Harbor, WA and has over 21 years of experience in the finance industry.
Jeffery Pleet (CRD# 802277) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 31 years of experience in the finance industry.