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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
Alexander Naki (CRD# 6812642) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 4 years of experience in the finance industry.
Nam Nguyen (CRD# 7397071) is an Investment Advisor Representative working at Lpl Financial LLC in Olympia, WA and has 1 year of experience in the finance industry.
Samuel Rathbone (CRD# 7434291) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 2 years of experience in the finance industry.
Paola Robles (CRD# 7788269) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Olympia, WA and has 1 year of experience in the finance industry.
Nathan Skuza (CRD# 7646977) is an Investment Advisor Representative working at Insight Financial in Olympia, WA and has over 2 years of experience in the finance industry.
Grant Smith (CRD# 7086265) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 5 years of experience in the finance industry.
Thomas Stapp (CRD# 7257758) is an Investment Advisor Representative working at Stapp Wealth Management, Pllc in Olympia, WA and has 1 year of experience in the finance industry. Thomas Stapp 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.
David Thead (CRD# 7604496) is an Investment Advisor Representative working at Edward Jones in Des Moines, WA and has 1 year of experience in the finance industry.
Britney Vanweerdhuizen (CRD# 7237886) is an Investment Advisor Representative working at Lpl Financial LLC in Olympia, WA and has over 2 years of experience in the finance industry.
Krista Wallace (CRD# 7308768) is an Investment Advisor Representative working at Soundview Advisors in Olympia, WA and has 1 year of experience in the finance industry. Krista Wallace 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.