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Distance Only Mount Vernon, 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
Jody Lease (CRD# 5618098) is an Investment Advisor Representative working at Commonwealth Financial Network in Mount Vernon, WA and has over 13 years of experience in the finance industry.
Joseph Lindquist (CRD# 5186652) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mount Vernon, WA and has over 17 years of experience in the finance industry.
Wendy Lucas (CRD# 2604484) is an Investment Advisor Representative working at Primerica Advisors in Mount Vernon, WA and has over 28 years of experience in the finance industry.
William Morrissey (CRD# 1062654) is an Investment Advisor Representative working at Ep Wealth Advisors in Mount Vernon, WA and has over 41 years of experience in the finance industry. William Morrissey 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.
Matthew Nichols (CRD# 6184808) is an Investment Advisor Representative working at Edward Jones in Mount Vernon, WA and has over 10 years of experience in the finance industry.
Eric Oczkewicz (CRD# 6895702) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Vernon, WA and has over 5 years of experience in the finance industry.
Timothy Price (CRD# 4120667) is an Investment Advisor Representative working at Edward Jones in Mount Vernon, WA and has over 24 years of experience in the finance industry.
Tammera Prouty (CRD# 5407499) is an Investment Advisor Representative working at Ep Wealth Advisors in Mount Vernon, WA and has 1 year of experience in the finance industry. Tammera Prouty 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.
Jason Reichert (CRD# 5517628) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mount Vernon, WA and has over 15 years of experience in the finance industry.
Colin Sands (CRD# 4476468) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mount Vernon, WA and has over 21 years of experience in the finance industry.