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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
William Beezley (CRD# 1277412) is an Investment Advisor Representative working at Olympic Financial Advisors, LLC in Port Townsend, WA and has over 25 years of experience in the finance industry.
Alfred Bowman (CRD# 5960799) is an Investment Advisor Representative working at Edward Jones in Port Townsend, WA and has over 12 years of experience in the finance industry.
Keith Buchanan (CRD# 1428441) is an Investment Advisor Representative working at Lpl Financial LLC in Port Townsend, WA and has over 30 years of experience in the finance industry.
James Frazier (CRD# 4469041) is an Investment Advisor Representative working at Natural Investments in Port Townsend, WA and has 1 year of experience in the finance industry.
Marc Hankin (CRD# 2463573) is an Investment Advisor Representative working at Lpl Financial LLC in Port Townsend, WA and has over 29 years of experience in the finance industry.
Charles Hoover (CRD# 1881370) is an Investment Advisor Representative working at Edward Jones in Port Townsend, WA and has over 35 years of experience in the finance industry.
Stephen Sklar (CRD# 6332740) is an Investment Advisor Representative working at Edward Jones in Port Townsend, WA and has over 8 years of experience in the finance industry.
Michael Ivers (CRD# 6638865) is an Investment Advisor Representative working at Lpl Financial LLC in Port Townsend, WA and has over 7 years of experience in the finance industry.
Jennifer Statler (CRD# 6111563) is an Investment Advisor Representative working at Commonwealth Financial Network in Port Townsend, WA and has over 5 years of experience in the finance industry. Jennifer Statler 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.
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...