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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
Jeffrey Hardy (CRD# 2860339) is an Investment Advisor Representative working at Edward Jones in Sumner, WA and has over 27 years of experience in the finance industry.
Margaret Haslach (CRD# 6142368) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sumner, WA and has over 11 years of experience in the finance industry.
Scott Hurst (CRD# 2190592) is an Investment Advisor Representative working at Lpl Financial LLC in Sumner, WA and has over 32 years of experience in the finance industry. Scott Hurst 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.
Heather Lewis (CRD# 4694647) is an Investment Advisor Representative working at Edward Jones in Sumner, WA and has over 17 years of experience in the finance industry.
Paul Bachman (CRD# 7760384) is an Investment Advisor Representative working at Interfund Management Services, Inc. in Sumner, WA and has 1 year of experience in the finance industry.
Shawn Feist (CRD# 7113761) is an Investment Advisor Representative working at Edward Jones in Sumner, WA and has over 4 years of experience in the finance industry.
Alexander Hardy (CRD# 7043509) is an Investment Advisor Representative working at Edward Jones in Sumner, WA and has over 4 years of experience in the finance industry.
Jacob Hardy (CRD# 7787800) is an Investment Advisor Representative working at Edward Jones in Sumner, WA and has 1 year of experience in the finance industry.
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth...
Kye Abraham (CRD# 872944) is an Investment Advisor Representative working at Abraham & Company, Inc. in Gig Harbor, WA and has over 43 years of experience in the finance industry.