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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
James Ayres (CRD# 2550845) is an Investment Advisor Representative working at Pacific Portfolio Consulting, LLC in Seattle, WA and has over 29 years of experience in the finance industry.
Julie Back (CRD# 1690127) is an Investment Advisor Representative working at Wealthspire Advisors in Seattle, WA and has over 36 years of experience in the finance industry. Julie Back 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.
Joseph Baer (CRD# 4248698) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 23 years of experience in the finance industry.
Carl Bailey (CRD# 5780777) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Seattle, WA and has over 13 years of experience in the finance industry.
Mark Bailey (CRD# 1345299) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Seattle, WA and has over 39 years of experience in the finance industry.
Bryce Baker (CRD# 6384893) is an Investment Advisor Representative working at Brighton Jones LLC in Seattle, WA and has over 9 years of experience in the finance industry. Bryce Baker 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 Baker (CRD# 4799082) is an Investment Advisor Representative working at Lnw in Seattle, WA and has over 19 years of experience in the finance industry.
Tracy Baker (CRD# 1493803) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Seattle, WA and has over 35 years of experience in the finance industry.
Chad Balcom (CRD# 4594745) is an Investment Advisor Representative working at Russell Investments in Seattle, WA and has over 21 years of experience in the finance industry.
Kirk Balin (CRD# 4590715) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Seattle, WA and has over 21 years of experience in the finance industry.