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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
Brett Peterson (CRD# 7052665) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 5 years of experience in the finance industry.
Erik Peterson (CRD# 2709532) is an Investment Advisor Representative working at Planmember Securities Corporation in East Wenatchee, WA and has over 28 years of experience in the finance industry.
Kyle Peterson (CRD# 5788893) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 13 years of experience in the finance industry.
Roger Pugh (CRD# 2928694) is an Investment Advisor Representative working at Lpl Financial LLC in Ephrata, WA and has over 26 years of experience in the finance industry.
Troy Pugh (CRD# 4522125) is an Investment Advisor Representative working at Lpl Financial LLC in Ephrata, WA and has over 21 years of experience in the finance industry.
Daniel Rodgers (CRD# 5100360) is an Investment Advisor Representative working at Edward Jones in Wenatchee, WA and has over 18 years of experience in the finance industry.
Austin Scott (CRD# 6762180) is an Investment Advisor Representative working at Arbor Point Advisors in Wenatchee, WA and has over 6 years of experience in the finance industry. Austin Scott 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 Solomon (CRD# 5091055) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Wenatchee, WA and has over 17 years of experience in the finance industry.
Karlee Stanford (CRD# 6820356) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 5 years of experience in the finance industry. Karlee Stanford 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.
Kristen Taylor (CRD# 1014885) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 35 years of experience in the finance industry.