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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
Dean Matz (CRD# 2604245) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 29 years of experience in the finance industry.
Daniel McCaffrey (CRD# 6629486) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 8 years of experience in the finance industry.
Kevin McClain (CRD# 1502455) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 37 years of experience in the finance industry.
Christopher McCulloch (CRD# 5925835) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 12 years of experience in the finance industry. Christopher McCulloch 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.
Crystal McMahon (CRD# 1191470) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Tacoma, WA and has over 20 years of experience in the finance industry. Crystal McMahon 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.
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.
Carolyn Meyer (CRD# 2663492) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tacoma, WA and has over 28 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.