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Distance Only Tacoma, WA
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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
Perry Menard (CRD# 2802062) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tacoma, WA and has over 27 years of experience in the finance industry.
Christopher Merrywell (CRD# 1775521) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tacoma, WA and has over 27 years of experience in the finance industry.
Bradley Miller (CRD# 6023816) is an Investment Advisor Representative working at Eagle Strategies LLC in Tacoma, WA and has over 11 years of experience in the finance industry.
Alyssa Morley (CRD# 6434176) is an Investment Advisor Representative working at Morgan Stanley in Tacoma, WA and has over 9 years of experience in the finance industry. Alyssa Morley 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.
Jeffrey Myers (CRD# 6547724) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 8 years of experience in the finance industry.
Minh-chau Pham Nguyen (CRD# 6148217) is an Investment Advisor Representative working at Eagle Strategies LLC in Tacoma, WA and has over 10 years of experience in the finance industry.
Wesley Niblack (CRD# 5525034) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 15 years of experience in the finance industry. Wesley Niblack 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.
Carla Novak (CRD# 5266616) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Tacoma, WA and has over 16 years of experience in the finance industry.
Paula O'connor (CRD# 2475333) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Tacoma, WA and has over 29 years of experience in the finance industry.
Nathan O'leary (CRD# 5427154) is an Investment Advisor Representative working at Lpl Financial LLC in Tacoma, WA and has over 16 years of experience in the finance industry.