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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
Jeffrey Davies (CRD# 2336264) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Spokane, WA and has over 31 years of experience in the finance industry.
Jonathan Davis (CRD# 6163013) is an Investment Advisor Representative working at Financial Advocates Investment Management in Spokane, WA and has over 10 years of experience in the finance industry. Jonathan Davis 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.
Jon Dawn (CRD# 6344131) is an Investment Advisor Representative working at Long Bridge Capital Management in Liberty Lake, WA and has over 9 years of experience in the finance industry.
Patrick Day (CRD# 5672586) is an Investment Advisor Representative working at Avantax Advisory Services in Greenacres, WA and has over 14 years of experience in the finance industry.
Carlos De Imus (CRD# 6168475) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spokane, WA and has over 11 years of experience in the finance industry.
Matthew Delriccio (CRD# 6586489) is an Investment Advisor Representative working at Edward Jones in Spokane, WA and has over 8 years of experience in the finance industry.
Michelle Demand (CRD# 2443181) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 30 years of experience in the finance industry.
David Demars (CRD# 2903749) is an Investment Advisor Representative working at Demars Financial Group LLC in Spokane Valley, WA and has over 26 years of experience in the finance industry. David Demars 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.
Brad Desormeaux (CRD# 5330613) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Spokane, WA and has over 16 years of experience in the finance industry.
Timothy Devlin (CRD# 2362739) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Spokane, WA and has over 30 years of experience in the finance industry.