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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
Vincent Thomas (CRD# 4585899) is an Investment Advisor Representative working at Lpl Financial LLC in Stanwood, WA and has over 21 years of experience in the finance industry.
Shelly Mathis (CRD# 4802626) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stanwood, WA and has over 19 years of experience in the finance industry.
Brandon Burr (CRD# 7169176) is an Investment Advisor Representative working at Edward Jones in Stanwood, WA and has over 4 years of experience in the finance industry.
Linh Lo (CRD# 7693107) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stanwood, WA and has 1 year of experience in the finance industry.
Teri Perrigoue (CRD# 6125539) is an Investment Advisor Representative working at Lpl Financial LLC in Stanwood, WA and has over 2 years 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...
Nick Bormann, Ph.D., CFP® is an Investment Advisor and Financial Planner working at Bormann Wealth Management, LLC, home office based in Spokane, WA. He has over 5 years of experience in the finance industry.
Nick specializes in working with busy professionals (attorneys, educators, entrepreneurs) in building and preserving assets during their careers, while making a plan for whatever comes next.
You can visit his FAQs page, or learn about becoming a client. He also writes a regular blog about advanced investing and personal finance topics.
Background:
Nick graduated from Gonzaga...
Paul Adams (CRD# 3077936) is an Investment Advisor Representative working at Sound Financial, LLC in Lake Stevens, WA and has over 24 years of experience in the finance industry.
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.
Wasan Al Mohamad (CRD# 6891283) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 6 years of experience in the finance industry.