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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
Gina Morais (CRD# 5358095) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Liberty Lake, WA and has over 8 years of experience in the finance industry. Gina Morais 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.
Jeffrey Newton (CRD# 2176966) is an Investment Advisor Representative working at Alliant Securities, Inc. Turner, Nord, Kienbaum in Liberty Lake, WA and has over 31 years of experience in the finance industry.
Christopher Nurvic (CRD# 4797770) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Liberty Lake, WA and has over 19 years of experience in the finance industry.
Charles Potter (CRD# 1402536) is an Investment Advisor Representative working at Simple Wealth LLC in Liberty Lake, WA and has over 38 years of experience in the finance industry.
Joshua Potter (CRD# 2633991) is an Investment Advisor Representative working at Simple Wealth LLC in Liberty Lake, WA and has over 25 years of experience in the finance industry.
Daniel Ross (CRD# 4559172) is an Investment Advisor Representative working at Primerica Advisors in Liberty Lake, WA and has over 20 years of experience in the finance industry.
David Ross (CRD# 1125854) is an Investment Advisor Representative working at Primerica Advisors in Liberty Lake, WA and has over 40 years of experience in the finance industry.
Marc Rubin (CRD# 6868150) is an Investment Advisor Representative working at Edward Jones in Liberty Lake, WA and has over 6 years of experience in the finance industry.
John Woodhead (CRD# 1948934) is an Investment Advisor Representative working at Alliant Securities, Inc. Turner, Nord, Kienbaum in Liberty Lake, WA and has over 34 years of experience in the finance industry.
Emma Woolley (CRD# 6321659) is an Investment Advisor Representative working at Primerica Advisors in Liberty Lake, WA and has over 9 years of experience in the finance industry.