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Distance Only Mercer Island, 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
Geoffrey Burke (CRD# 2510257) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 29 years of experience in the finance industry.
James Burton (CRD# 2201399) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 32 years of experience in the finance industry. James Burton 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.
James Butler (CRD# 2955429) is an Investment Advisor Representative working at Wells Fargo Advisors in Mercer Island, WA and has over 26 years of experience in the finance industry. James Butler 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.
Neil Butler (CRD# 4843398) is an Investment Advisor Representative working at Wells Fargo Advisors in Mercer Island, WA and has over 19 years of experience in the finance industry.
Brett Carlson (CRD# 2788353) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 27 years of experience in the finance industry.
Elsie Criswell (CRD# 6001193) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mercer Island, WA and has over 12 years of experience in the finance industry.
Austin Cunningham (CRD# 6388609) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 9 years of experience in the finance industry. Austin Cunningham 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.
Loren Deshon (CRD# 730531) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 42 years of experience in the finance industry.
Mark Dorsey (CRD# 4363928) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 23 years of experience in the finance industry.
Duane Duim (CRD# 3144110) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 25 years of experience in the finance industry. Duane Duim 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.