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Distance Only Lynnwood, WA
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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
Jamie Low (CRD# 5481400) is an Investment Advisor Representative working at Interfund Management Services, Inc. in Lynnwood, WA and has over 16 years of experience in the finance industry.
Scott Minnig (CRD# 4557125) is an Investment Advisor Representative working at Capital Investment Services, LLC in Lynnwood, WA and has over 21 years of experience in the finance industry.
Andrea Moran (CRD# 5458135) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnwood, WA and has over 7 years of experience in the finance industry.
Kris Muhlestein (CRD# 5665804) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 14 years of experience in the finance industry.
Doan Nguyen (CRD# 6862576) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lynnwood, WA and has over 6 years of experience in the finance industry.
Rune Nordhagen (CRD# 2731922) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnwood, WA and has over 27 years of experience in the finance industry.
Don Norris (CRD# 5029728) is an Investment Advisor Representative working at Edelman Financial Engines in Lynnwood, WA and has over 18 years of experience in the finance industry.
Donald O'neal (CRD# 705908) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 40 years of experience in the finance industry. Donald O'neal 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.
Trent O'neal (CRD# 5633010) is an Investment Advisor Representative working at Wayfinding Financial, LLC in Lynnwood, WA and has over 14 years of experience in the finance industry.
Thomas Over (CRD# 4557122) is an Investment Advisor Representative working at Capital Investment Services, LLC in Lynnwood, WA and has 1 year of experience in the finance industry. Thomas Over 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.