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Distance Only Sequim, WA
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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
David Nute (CRD# 2375384) is an Investment Advisor Representative working at Creative Retirement Planning, Inc. in Sequim, WA and has over 30 years of experience in the finance industry.
Lisa Pierson (CRD# 1246752) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sequim, WA and has over 12 years of experience in the finance industry.
Philip Trowbridge (CRD# 6741913) is an Investment Advisor Representative working at Edward Jones in Sequim, WA and has over 7 years of experience in the finance industry.
David Van Deusen (CRD# 5748447) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sequim, WA and has over 8 years of experience in the finance industry.
Andrew Watkins (CRD# 1139486) is an Investment Advisor Representative working at Lpl Financial LLC in Sequim, WA and has over 40 years of experience in the finance industry. Andrew Watkins 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.
Jason Berglund (CRD# 7728477) is an Investment Advisor Representative working at Financial Advocates Investment Management in Sequim, WA and has 1 year of experience in the finance industry.
Cheryl Easterling (CRD# 6763735) is an Investment Advisor Representative working at Edward Jones in Sequim, WA and has over 2 years of experience in the finance industry.
Patrick Griffin (CRD# 7483664) is an Investment Advisor Representative working at Lpl Financial LLC in Sequim, WA and has over 2 years of experience in the finance industry.
Tanner Keehn (CRD# 7338987) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sequim, WA and has over 2 years of experience in the finance industry.
Joseph Mangiameli (CRD# 2544085) is an Investment Advisor Representative working at Sound Financial Center in Sequim, WA and has over 29 years of experience in the finance industry.