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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
Donald Bertrand (CRD# 2290470) is an Investment Advisor Representative working at Edelman Financial Engines in Bellevue, WA and has over 24 years of experience in the finance industry.
Brian Bertsch (CRD# 2775727) is an Investment Advisor Representative working at Wells Fargo Advisors in Issaquah, WA and has over 26 years of experience in the finance industry.
Joshua Betts (CRD# 5174698) is an Investment Advisor Representative working at Aletheian Wealth Advisors LLC in Bellevue, WA and has over 16 years of experience in the finance industry. Joshua Betts 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.
Brian Betz (CRD# 5740648) is an Investment Advisor Representative working at Percension Wealth Advisors, LLC in Bellevue, WA and has over 14 years of experience in the finance industry.
Jonathan Bever (CRD# 2603856) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bellevue, WA and has over 27 years of experience in the finance industry.
Kurt Biederman (CRD# 6141323) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry.
David Bigelow (CRD# 6926689) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 6 years of experience in the finance industry. David Bigelow 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.
Chris Billingsley (CRD# 2947603) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 26 years of experience in the finance industry.
Michael Bils (CRD# 2441173) is an Investment Advisor Representative working at Eagle Strategies LLC in Seattle, WA and has over 30 years of experience in the finance industry.