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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
Rease Morin (CRD# 7075914) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 2 years of experience in the finance industry.
Cole Thompson (CRD# 7668347) is an Investment Advisor Representative working at Karel Capital, Inc. in Spokane, WA and has 1 year of experience in the finance industry.
Anna Wagner (CRD# 7694596) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spokane, WA and has 1 year of experience in the finance industry.
Brian Wyatt, CFP® (CRD# 5438563) is an Independent Financial Advisor and fiduciary with Wyatt Wealth Management in Arlington, WA and has over 12 years of experience in the finance management industry. He serves clients in King County, Snohomish County, and Skagit County. He specializes in designing and implementing comprehensive retirement strategies and wealth management.
Brian Wyatt is 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...
Taylor Aitken (CRD# 7053502) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has over 5 years of experience in the finance industry.
James Allen (CRD# 1069257) is an Investment Advisor Representative working at Wells Fargo Advisors in Friday Harbor, WA and has over 41 years of experience in the finance industry. James Allen 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.
Richard Anderson (CRD# 2231612) is an Investment Advisor Representative working at Royal Fund Management, LLC in Mount Vernon, WA and has over 21 years of experience in the finance industry.
Cary Atlas (CRD# 1990494) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Marysville, WA and has over 21 years of experience in the finance industry.
Gene Barner (CRD# 4654718) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 20 years of experience in the finance industry.
Patrick Barrett (CRD# 2358351) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Anacortes, WA and has over 30 years of experience in the finance industry.