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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
Kyle Dofelmier (CRD# 5436443) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tacoma, WA and has over 16 years of experience in the finance industry.
Merry Dooley (CRD# 4395719) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tacoma, WA and has over 22 years of experience in the finance industry. Merry Dooley 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 Dunbar (CRD# 1221526) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 40 years of experience in the finance industry.
Tran Duong (CRD# 6250745) is an Investment Advisor Representative working at Lpl Financial LLC in Tacoma, WA and has over 9 years of experience in the finance industry.
Laurence Elvins (CRD# 1270711) is an Investment Advisor Representative working at Tacoma Investment Group in Tacoma, WA and has over 39 years of experience in the finance industry.
Jennifer Emmons Carlson (CRD# 4321549) is an Investment Advisor Representative working at Gould Capital, LLC in Tacoma, WA and has over 23 years of experience in the finance industry.
Stephen F. Fairfax (CRD# 1768861) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tacoma, WA and has over 36 years of experience in the finance industry.
Justin Fisher (CRD# 5481452) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Tacoma, WA and has over 16 years of experience in the finance industry.
Donald Foy (CRD# 4821689) is an Investment Advisor Representative working at Columbia River Advisors in Tacoma, WA and has over 19 years of experience in the finance industry.
Michele Fuller (CRD# 5837088) is an Investment Advisor Representative working at Lpl Financial LLC in Tacoma, WA and has over 9 years of experience in the finance industry.