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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
David Solomon (CRD# 5091055) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Wenatchee, WA and has over 17 years of experience in the finance industry.
Karlee Stanford (CRD# 6820356) 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. Karlee Stanford 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.
Kristen Taylor (CRD# 1014885) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 35 years of experience in the finance industry.
Richard Viall (CRD# 4891076) 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.
Jennifer Babcock (CRD# 7576941) is an Investment Advisor Representative working at Avantax Advisory Services in Wenatchee, WA and has 1 year of experience in the finance industry.
Beau Bryant (CRD# 6925936) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 3 years of experience in the finance industry.
Nathaniel Cacka (CRD# 7286676) is an Investment Advisor Representative working at Avantax Advisory Services in Wenatchee, WA and has over 3 years of experience in the finance industry.
Brad Davies (CRD# 7118059) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Wenatchee, WA and has over 4 years of experience in the finance industry.
Alisa Franklin (CRD# 7241685) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 3 years of experience in the finance industry. Alisa Franklin 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.
Travis Guzik (CRD# 5546893) is an Investment Advisor Representative working at Eagle Strategies LLC in Wenatchee, WA and has over 3 years of experience in the finance industry.