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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
Nathan Borchardt (CRD# 5034844) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tacoma, WA and has over 16 years of experience in the finance industry.
Peter Bortel (CRD# 5086551) is an Investment Advisor Representative working at Bortel Investment Management, LLC in Gig Harbor, WA and has over 14 years of experience in the finance industry.
Stephen Bowden (CRD# 1035709) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood, WA and has over 41 years of experience in the finance industry.
Brett Boyer (CRD# 6351240) is an Investment Advisor Representative working at Commonwealth Financial Network in Lacey, WA and has over 9 years of experience in the finance industry.
Mark Boyer (CRD# 5516829) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 15 years of experience in the finance industry. Mark Boyer 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.
Douglas Bradel (CRD# 5540432) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chehalis, WA and has over 15 years of experience in the finance industry.
Lisa Brager (CRD# 6161898) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 10 years of experience in the finance industry.
Dag Olov Brandfors (CRD# 2236687) is an Investment Advisor Representative working at Commonwealth Financial Network in Steilacoom, WA and has over 31 years of experience in the finance industry.
Jennifer Brandt (CRD# 2557405) 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.
Meaghan Brassey (CRD# 6932387) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Tacoma, WA and has 1 year of experience in the finance industry. Meaghan Brassey 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.