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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
Vishnu Alse (CRD# 6551054) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Redmond, WA and has over 8 years of experience in the finance industry.
Douglas Bean (CRD# 4541916) is an Investment Advisor Representative working at Private Advisory Group LLC in Redmond, WA and has over 21 years of experience in the finance industry. Douglas Bean 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.
S Bean (CRD# 4206985) is an Investment Advisor Representative working at Private Advisory Group LLC in Redmond, WA and has over 23 years of experience in the finance industry.
Christopher Bentley (CRD# 5906066) is an Investment Advisor Representative working at Joslin Capital Advisors LLC in Redmond, WA and has over 12 years of experience in the finance industry.
James Black (CRD# 2156347) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 19 years of experience in the finance industry. James Black 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.
Thomas Black (CRD# 2450163) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 8 years of experience in the finance industry.
Michael Borgen (CRD# 2767686) is an Investment Advisor Representative working at Sapphire Star Capital LLC in Redmond, WA and has over 27 years of experience in the finance industry.
Christopher Cahoon (CRD# 4705977) is an Investment Advisor Representative working at Woodbury Financial Services, Inc Redmond, WA and has over 13 years of experience in the finance industry.
Brian Carlin (CRD# 5407554) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Redmond, WA and has over 16 years of experience in the finance industry. Brian Carlin 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.
Rodney Coyan (CRD# 2167423) is an Investment Advisor Representative working at Personal Investment Management Inc. in Redmond, WA and has over 29 years of experience in the finance industry.