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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
Randall Wall (CRD# 4015381) is an Investment Advisor Representative working at Penn Cove Financial, LLC in Oak Harbor, WA and has over 24 years of experience in the finance industry. Randall Wall 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.
Diana Wynn (CRD# 4433847) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Harbor, WA and has over 22 years of experience in the finance industry.
Sasha Bollman (CRD# 7648540) is an Investment Advisor Representative working at First Command Advisory Services in Oak Harbor, WA and has 1 year of experience in the finance industry.
London Cook (CRD# 7183342) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Harbor, WA and has over 4 years of experience in the finance industry.
Sean Kelly (CRD# 7250269) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Oak Harbor, WA and has over 3 years of experience in the finance industry. Sean Kelly 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.
Michael Moore (CRD# 2095080) is an Investment Advisor Representative working at Peak Investments in Oak Harbor, WA and has over 33 years of experience in the finance industry.
Aaron Tabor (CRD# 7581644) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has 1 year of experience in the finance industry.
Brian Wyatt, CFP® (CRD# 5438563) is an Independent Financial Advisor and fiduciary with Wyatt Wealth Management in Arlington, WA and has over 12 years of experience in the finance management industry. He serves clients in King County, Snohomish County, and Skagit County. He specializes in designing and implementing comprehensive retirement strategies and wealth management.
Brian Wyatt is 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...
Nick Bormann, Ph.D., CFP® is an Investment Advisor and Financial Planner working at Bormann Wealth Management, LLC, home office based in Spokane, WA. He has over 5 years of experience in the finance industry.
Nick specializes in working with busy professionals (attorneys, educators, entrepreneurs) in building and preserving assets during their careers, while making a plan for whatever comes next.
You can visit his FAQs page, or learn about becoming a client. He also writes a regular blog about advanced investing and personal finance topics.
Background:
Nick graduated from Gonzaga...
Daniel Abbott (CRD# 1360876) is an Investment Advisor Representative working at Edward Jones in Sequim, WA and has over 29 years of experience in the finance industry.