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Distance Only Vancouver, 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
Clayton Cooper (CRD# 5946485) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Vancouver, WA and has over 10 years of experience in the finance industry.
Matthew Cordes (CRD# 6111069) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vancouver, WA and has over 11 years of experience in the finance industry.
Jennifer Cornett (CRD# 4453730) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vancouver, WA and has over 21 years of experience in the finance industry.
Scott Cornett (CRD# 2710585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vancouver, WA and has over 23 years of experience in the finance industry. Scott Cornett 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.
Roger Cross has been in the financial services industry for many years, serving clients and helping them solve their greatest retirement concern-protecting their “nest egg.” Roger believes there are two aspects in financial planning: creating wealth and protecting it.
Before coming to Harlow Wealth Management, Inc., Roger served as District Sales Manager for GE Financial, developing the Eastern Washington, Idaho, and Montana markets before his promotion to Regional Sales Manager for the Oregon and Idaho division. In addition, he volunteered with the National Association of Health Underwriters,...
Christine Cruz (CRD# 6949264) is an Investment Advisor Representative working at Sloy, Dahl & Holst, LLC in Vancouver, WA and has over 5 years of experience in the finance industry.
Mark Currier (CRD# 1888224) is an Investment Advisor Representative working at Wipple Creek, LLC in Vancouver, WA and has over 25 years of experience in the finance industry. Mark Currier 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.
Skye Dahl (CRD# 4698751) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vancouver, WA and has over 20 years of experience in the finance industry.
Justin Davis (CRD# 5520487) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vancouver, WA and has over 15 years of experience in the finance industry.
Wade Davis (CRD# 4526514) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vancouver, WA and has over 21 years of experience in the finance industry.