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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
David Geske (CRD# 4517520) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Blaine, WA and has over 21 years of experience in the finance industry. David Geske 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.
Gregory Lebbert (CRD# 1386859) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Modesto, CA and has over 38 years of experience in the finance industry.
Heidi Ludeman (CRD# 5016325) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Ferndale, WA and has over 15 years of experience in the finance industry.
Joseph Theam (CRD# 6247754) is an Investment Advisor Representative working at Equitable Advisors, LLC in Modesto, CA and has over 10 years of experience in the finance industry.
Martin Ugalde (CRD# 5026382) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Modesto, CA and has over 18 years of experience in the finance industry.
Jacob Anderson (CRD# 6924836) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ferndale, WA and has over 5 years of experience in the finance industry.
Korinda Bullard (CRD# 4489957) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ferndale, WA and has over 21 years of experience in the finance industry.
Jeffrey Hjort (CRD# 7295100) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ferndale, WA and has over 3 years of experience in the finance industry.