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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
Angel Cruz (CRD# 1823725) is an Investment Advisor Representative working at Cruz Wealth Management, LLC in Olympia, WA and has over 36 years of experience in the finance industry. Angel Cruz 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.
Barton Dalton (CRD# 705086) is an Investment Advisor Representative working at Edward Jones in Lakewood, WA and has over 44 years of experience in the finance industry.
Cameron Daniels (CRD# 6587793) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 8 years of experience in the finance industry.
Stefanie Dantinne (CRD# 5423859) is an Investment Advisor Representative working at Edward Jones in Shelton, WA and has over 6 years of experience in the finance industry.
Russell Darneille (CRD# 2605968) 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.
John Davis (CRD# 4142830) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 21 years of experience in the finance industry.
Michael Davis (CRD# 5052382) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dupont, WA and has over 18 years of experience in the finance industry.
Rk Scott Davis (CRD# 6905261) is an Investment Advisor Representative working at Edward Jones in Shelton, WA and has over 6 years of experience in the finance industry.
Lorri Defoor (CRD# 6604621) is an Investment Advisor Representative working at Sustain Financial Inc. in Olympia, WA and has over 8 years of experience in the finance industry. Lorri Defoor 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.
Thomas Delaney (CRD# 2839233) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 18 years of experience in the finance industry.