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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
Brandon Carter (CRD# 5914146) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mount Vernon, WA and has over 11 years of experience in the finance industry.
Rodney Carter (CRD# 1296720) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mount Vernon, WA and has over 39 years of experience in the finance industry.
Brenna Casey (CRD# 6488288) is an Investment Advisor Representative working at Edward Jones in Stanwood, WA and has over 6 years of experience in the finance industry.
Cynthia Casey (CRD# 1250216) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 38 years of experience in the finance industry.
John Chesbrough (CRD# 6104183) is an Investment Advisor Representative working at Trail Financial Planning LLC in Bellingham, WA and has over 11 years of experience in the finance industry. John Chesbrough 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.
Robert Christey (CRD# 711835) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 37 years of experience in the finance industry. Robert Christey 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.
Guy Clements (CRD# 2288437) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mount Vernon, WA and has over 31 years of experience in the finance industry.
Dyanna Cocchi (CRD# 2889662) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 26 years of experience in the finance industry.
Alton Cogert (CRD# 5612068) is an Investment Advisor Representative working at Strategic Asset Alliance in Bellingham, WA and has 1 year of experience in the finance industry.
Debora Collins (CRD# 1371121) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Spokane, WA and has over 38 years of experience in the finance industry.