-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Don Morgan (CRD# 2693743) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 28 years of experience in the finance industry.
Donald Morgan (CRD# 5806232) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 11 years of experience in the finance industry.
Donald Moulton (CRD# 4382397) is an Investment Advisor Representative working at Moulton Wealth Management, Inc. in Spokane Valley, WA and has over 22 years of experience in the finance industry. Donald Moulton 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.
Rial Moulton (CRD# 2173845) is an Investment Advisor Representative working at Moulton Wealth Management, Inc. in Spokane Valley, WA and has over 32 years of experience in the finance industry. Rial Moulton 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.
Scott Murock (CRD# 2746958) is an Investment Advisor Representative working at Edward Jones in Spokane Valley, WA and has over 18 years of experience in the finance industry. Scott Murock 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.
Michael Otis (CRD# 1495788) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Spokane Valley, WA and has over 38 years of experience in the finance industry.
Gina Rocco-Green (CRD# 2895020) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spokane Valley, WA and has over 13 years of experience in the finance industry.
Chad Roland (CRD# 4051638) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 24 years of experience in the finance industry.
Robert Roland (CRD# 4507163) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane Valley, WA and has over 14 years of experience in the finance industry.
Corey Ross (CRD# 4031863) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Spokane Valley, WA and has over 22 years of experience in the finance industry.