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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
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.
Kellen Lamey (CRD# 7415306) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 2 years of experience in the finance industry.
Stephanie Lamey (CRD# 2231722) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 32 years of experience in the finance industry.
Nestor Lemus (CRD# 7255360) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Wenatchee, WA and has over 3 years of experience in the finance industry.
Christina Loucks (CRD# 7417128) is an Investment Advisor Representative working at Avantax Advisory Services in Wenatchee, WA and has 1 year of experience in the finance industry.
Christopher Lupo (CRD# 7626754) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Wenatchee, WA and has 1 year of experience in the finance industry.
Sasha McGinn (CRD# 7663289) is an Investment Advisor Representative working at Edward Jones in Wenatchee, WA and has 1 year of experience in the finance industry.
Kyle Meissner (CRD# 7292478) is an Investment Advisor Representative working at Avantax Advisory Services in Wenatchee, WA and has over 3 years of experience in the finance industry.
Charles Miracle (CRD# 7190283) is an Investment Advisor Representative working at Avantax Advisory Services in Wenatchee, WA and has over 4 years of experience in the finance industry.