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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
Gregory Merrill (CRD# 2555064) is an Investment Advisor Representative working at Strategic Asset Management in Tacoma , WA and has over 29 years of experience in the finance industry.
Benjamin Miller (CRD# 4180866) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 23 years of experience in the finance industry.
Lori Morgan (CRD# 3132288) is an Investment Advisor Representative working at Edward Jones in Shelton, WA and has over 20 years of experience in the finance industry.
Chase Munoz (CRD# 4839482) is an Investment Advisor Representative working at Rainier Capital Investments LLC in Olympia, WA and has over 19 years of experience in the finance industry.
Michael Naki (CRD# 2088757) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 33 years of experience in the finance industry.
Christopher Niemela (CRD# 4553045) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 19 years of experience in the finance industry.
Jason Olsen (CRD# 4326869) is an Investment Advisor Representative working at Edward Jones in Elma, WA and has over 23 years of experience in the finance industry.
Manorama Pai (CRD# 5320774) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 16 years of experience in the finance industry. Manorama Pai 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.
Aaron Palmer (CRD# 4748852) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tacoma, WA and has over 20 years of experience in the finance industry.
William Peden (CRD# 2552555) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 29 years of experience in the finance industry.