-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Patricia Cozine-Cole (CRD# 2275612) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oak Harbor, WA and has over 31 years of experience in the finance industry.
Michael Craggett (CRD# 4052931) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 24 years of experience in the finance industry.
Matthew Crawford (CRD# 6183164) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 10 years of experience in the finance industry.
Troy Crutcher (CRD# 5572491) is an Investment Advisor Representative working at Mcilrath & Eck, LLC in Arlington, WA and has over 15 years of experience in the finance industry. Troy Crutcher 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.
Connor Cummings (CRD# 6572538) is an Investment Advisor Representative working at Edward Jones in Arlington, WA and has over 8 years of experience in the finance industry.
Lance Curry (CRD# 5074807) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has over 18 years of experience in the finance industry.
Jacob Dey (CRD# 5831828) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mount Vernon, WA and has over 13 years of experience in the finance industry.
David Deyoung (CRD# 4759251) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bellingham, WA and has over 19 years of experience in the finance industry.
David Dick (CRD# 4470567) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 21 years of experience in the finance industry. David Dick 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.
Kendra Dobbs (CRD# 5044239) is an Investment Advisor Representative working at D.a. Davidson & Company in Burlington, WA and has over 16 years of experience in the finance industry.