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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
Natalie Holm (CRD# 3178507) is an Investment Advisor Representative working at The Caprock Group, LLC in Mercer Island, WA and has over 25 years of experience in the finance industry.
Brian Jennison (CRD# 2766091) is an Investment Advisor Representative working at Paysse Jennison Financial Advisors, Paysse Jennison in Mercer Island, WA and has over 27 years of experience in the finance industry.
Janella Jones (CRD# 1459166) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mercer Island, WA and has over 38 years of experience in the finance industry.
Antriksh Kandhari (CRD# 7087479) is an Investment Advisor Representative working at Northwest Asset Management in Mercer Island, WA and has over 5 years of experience in the finance industry.
Dan Kanivas (CRD# 6614568) is an Investment Advisor Representative working at Triple Summit Advisors, LLC in Mercer Island, WA and has over 8 years of experience in the finance industry. Dan Kanivas 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.
Tanveer Khabra (CRD# 6226134) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mercer Island, WA and has over 10 years of experience in the finance industry.
Bradley Knuffke (CRD# 3269041) 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.
Eileen Kurth (CRD# 5120451) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mercer Island, WA and has over 17 years of experience in the finance industry.
Richard Lawrence (CRD# 3259039) is an Investment Advisor Representative working at Lpl Financial LLC in Mercer Island, WA and has over 24 years of experience in the finance industry.
Adam Levy (CRD# 5070525) is an Investment Advisor Representative working at Lpl Financial LLC in Mercer Island, WA and has over 18 years of experience in the finance industry.