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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
James Frazier (CRD# 4469041) is an Investment Advisor Representative working at Natural Investments in Port Townsend, WA and has 1 year of experience in the finance industry.
Yulia Garrison (CRD# 6244440) is an Investment Advisor Representative working at Edward Jones in Sedro Woolley, WA and has over 8 years of experience in the finance industry.
Pedro Gonzales (CRD# 2259280) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has over 31 years of experience in the finance industry.
Justin Gross (CRD# 6723555) is an Investment Advisor Representative working at Financial Plan, Inc. in Bellingham, WA and has over 7 years of experience in the finance industry. Justin Gross 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.
Heather Hafner (CRD# 4926125) is an Investment Advisor Representative working at Edward Jones in Arlington, WA and has over 18 years of experience in the finance industry.
Keith Hamilton (CRD# 1870461) is an Investment Advisor Representative working at Lpl Financial LLC in Anacortes, WA and has over 34 years of experience in the finance industry. Keith Hamilton 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.
Joshua Helpenstell (CRD# 6798397) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has over 6 years of experience in the finance industry.
Nancy High (CRD# 1822273) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stanwood, WA and has over 36 years of experience in the finance industry.
Mark Hoemann (CRD# 1914648) is an Investment Advisor Representative working at On Investment Management Co in Bellingham, WA and has over 35 years of experience in the finance industry. Mark Hoemann 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.
Charles Hoover (CRD# 1881370) is an Investment Advisor Representative working at Edward Jones in Port Townsend, WA and has over 35 years of experience in the finance industry.