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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
Haleigh Thompson (CRD# 7326524) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has 1 year of experience in the finance industry.
Joseph Todisco (CRD# 7732391) is an Investment Advisor Representative working at Edward Jones in Puyallup, WA and has 1 year of experience in the finance industry.
Gustavo Vasquez (CRD# 6757085) is an Investment Advisor Representative working at Primerica Advisors in Puyallup, WA and has over 6 years of experience in the finance industry.
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth...
Christopher Reid (CRD# 6886032) is an Investment Advisor Representative working at Capital Partners Wealth Management in Issaquah, WA and has 10 years of experience in the finance industry.
Kye Abraham (CRD# 872944) is an Investment Advisor Representative working at Abraham & Company, Inc. in Gig Harbor, WA and has over 43 years of experience in the finance industry.
Erin Abrigo (CRD# 6013099) is an Investment Advisor Representative working at Edward Jones in Gig Harbor, WA and has over 12 years of experience in the finance industry.
Benjamin Addink (CRD# 4387214) is an Investment Advisor Representative working at Columbia River Advisors in Federal Way, WA and has over 22 years of experience in the finance industry.
Brian Airey (CRD# 5710682) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tacoma, WA and has over 14 years of experience in the finance industry.
Jonathan Airey (CRD# 2238321) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tacoma, WA and has over 31 years of experience in the finance industry. Jonathan Airey 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.