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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
Nathan Richardson (CRD# 4268373) is an Investment Advisor Representative working at Lpl Financial LLC in Port Angeles, WA and has over 23 years of experience in the finance industry.
Danielle Rivers (CRD# 5426436) is an Investment Advisor Representative working at Edward Jones in Port Angeles, WA and has over 9 years of experience in the finance industry.
Susan Sanders (CRD# 5394508) is an Investment Advisor Representative working at Edward Jones in Port Angeles, WA and has over 10 years of experience in the finance industry.
Eric Schaefermeyer (CRD# 4627878) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has over 21 years of experience in the finance industry.
Christopher Simmons (CRD# 4557990) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has over 21 years of experience in the finance industry.
Sean Simmons (CRD# 6826120) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has over 6 years of experience in the finance industry.
Kevin Tracy (CRD# 2143932) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Port Angeles, WA and has over 32 years of experience in the finance industry.
Julie Wakefield (CRD# 5483283) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Angeles, WA and has over 3 years of experience in the finance industry. Julie Wakefield 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.
Nicholas Anderson (CRD# 7494289) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has 1 year of experience in the finance industry.
Christina Goff (CRD# 6548505) is an Investment Advisor Representative working at Edward Jones in Port Angeles, WA and has 1 year of experience in the finance industry.