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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
Mckenzie Thompson (CRD# 6639646) is an Investment Advisor Representative working at Edward Jones in Pasco, WA and has over 7 years of experience in the finance industry.
Jamieson Hopp (CRD# 6801922) is an Investment Advisor Representative working at Millennial Wealth in Pasco, WA and has 1 year of experience in the finance industry. Jamieson Hopp 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.
Nathaniel Stevens (CRD# 7216516) is an Investment Advisor Representative working at Cuso Financial Services in Pasco, WA and has over 3 years of experience in the finance industry.
Karson Taylor-Lamotte (CRD# 7727661) is an Investment Advisor Representative working at Edward Jones in Pasco, WA and has 1 year of experience in the finance industry.
David Aanderud (CRD# 6113667) is an Investment Advisor Representative working at Lpl Financial LLC in Richland, WA and has over 7 years of experience in the finance industry.
Daniel Adams (CRD# 4524182) is an Investment Advisor Representative working at Cwm, LLC in Kennewick, WA and has over 21 years of experience in the finance industry. Daniel Adams 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.
Dana Allen (CRD# 2908774) is an Investment Advisor Representative working at Commonwealth Financial Network in Kennewick, WA and has over 25 years of experience in the finance industry.
Dustan Allred (CRD# 6340382) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 9 years of experience in the finance industry.
Jay Allred (CRD# 6058551) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 11 years of experience in the finance industry.
Stanley Allred (CRD# 1243620) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 40 years of experience in the finance industry.