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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
Daniel Adams (CRD# 4524182) is an Investment Advisor Representative working at Cwm, LLC in Kennewick, WA and has over 21 years of experience in the finance industry. Daniel Adams 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.
Dana Allen (CRD# 2908774) is an Investment Advisor Representative working at Commonwealth Financial Network in Kennewick, WA and has over 25 years of experience in the finance industry.
Dustan Allred (CRD# 6340382) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 9 years of experience in the finance industry.
Jay Allred (CRD# 6058551) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 11 years of experience in the finance industry.
Stanley Allred (CRD# 1243620) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 40 years of experience in the finance industry.
James Anderson (CRD# 4635384) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 20 years of experience in the finance industry. James Anderson 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.
Gabriel Barajas (CRD# 5794809) is an Investment Advisor Representative working at Edward Jones in Kennewick, WA and has over 8 years of experience in the finance industry.
Richard Bartlett (CRD# 6376230) is an Investment Advisor Representative working at Lpl Financial LLC in Kennewick, WA and has over 9 years of experience in the finance industry.
Maria Becerra (CRD# 4938375) is an Investment Advisor Representative working at Commonwealth Financial Network in Kennewick, WA and has over 15 years of experience in the finance industry.
Kyle Blodgett (CRD# 4900813) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kennewick, WA and has over 16 years of experience in the finance industry. Kyle Blodgett 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.