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Distance Only Wenatchee, 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
Mitchell Meyers (CRD# 6795120) is an Investment Advisor Representative working at Lpl Financial LLC in Wenatchee, WA and has over 4 years of experience in the finance industry.
Timothy Meyers (CRD# 2379157) is an Investment Advisor Representative working at Lpl Financial LLC in Wenatchee, WA and has over 30 years of experience in the finance industry.
Charles Naismith (CRD# 4785213) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 19 years of experience in the finance industry.
Leslie Nelson (CRD# 6027167) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 9 years of experience in the finance industry.
David Parsons (CRD# 1264419) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wenatchee, WA and has over 39 years of experience in the finance industry.
Thomas Paul (CRD# 3015719) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wenatchee, WA and has over 21 years of experience in the finance industry.
Brett Peterson (CRD# 7052665) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 5 years of experience in the finance industry.
Kyle Peterson (CRD# 5788893) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 13 years of experience in the finance industry.
Daniel Rodgers (CRD# 5100360) is an Investment Advisor Representative working at Edward Jones in Wenatchee, WA and has over 17 years of experience in the finance industry.
Austin Scott (CRD# 6762180) is an Investment Advisor Representative working at Arbor Point Advisors in Wenatchee, WA and has over 6 years of experience in the finance industry. Austin Scott 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.