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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
Tyler Atkinson (CRD# 6173006) is an Investment Advisor Representative working at Lpl Financial LLC in Bellevue, WA and has over 10 years of experience in the finance industry. Tyler Atkinson 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.
Cary Atlas (CRD# 1990494) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Marysville, WA and has over 21 years of experience in the finance industry.
Ray Au (CRD# 5104587) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Seattle, WA and has over 16 years of experience in the finance industry.
Kelly Aversa (CRD# 6686342) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnwood, WA and has over 6 years of experience in the finance industry.
Ramy Awad (CRD# 2194787) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, WA and has over 32 years of experience in the finance industry.
James Ayres (CRD# 2550845) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 29 years of experience in the finance industry.
Julie Back (CRD# 1690127) is an Investment Advisor Representative working at Wealthspire Advisors in Seattle, WA and has over 36 years of experience in the finance industry. Julie Back 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.
Todd Baek (CRD# 3000334) is an Investment Advisor Representative working at Lpl Financial LLC in Everett, WA and has over 26 years of experience in the finance industry.
Cory Baer (CRD# 6141366) is an Investment Advisor Representative working at Strait & Sound in Bellevue, WA and has over 11 years of experience in the finance industry.
Joseph Baer (CRD# 4248698) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 23 years of experience in the finance industry.