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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
Jeffery Lewis (CRD# 5892152) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 13 years of experience in the finance industry. Jeffery Lewis 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.
Marvin Liebe (CRD# 1065456) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 41 years of experience in the finance industry. Marvin Liebe 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.
Marc Livernois (CRD# 2204155) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 32 years of experience in the finance industry.
Michael Marshel (CRD# 2442018) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Richland, WA and has over 30 years of experience in the finance industry.
Robert McBride (CRD# 4482743) is an Investment Advisor Representative working at Christensen, King & Associates Investment Services, Inc. in Richland, WA and has over 24 years of experience in the finance industry.
Joseph Reid (CRD# 5276707) is an Investment Advisor Representative working at Christensen, King & Associates Investment Services, Inc. in Richland, WA and has over 16 years of experience in the finance industry.
Steven Ricketts (CRD# 3174536) is an Investment Advisor Representative working at Edward Jones in Richland, WA and has over 25 years of experience in the finance industry.
Aaron Russell (CRD# 5400392) is an Investment Advisor Representative working at Edward Jones in Richland, WA and has over 16 years of experience in the finance industry.
Jeffery Seitz (CRD# 2454097) is an Investment Advisor Representative working at Lpl Financial LLC in Richland, WA and has over 29 years of experience in the finance industry.
Lori Selby (CRD# 6332040) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 9 years of experience in the finance industry. Lori Selby 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.