-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Levi Sanchez (CRD# 6342619) is an Investment Advisor Representative working at Millennial Wealth in Pasco, WA and has over 9 years of experience in the finance industry. Levi Sanchez 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.
Scott Sarber (CRD# 2432093) is an Investment Advisor Representative working at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA and has over 30 years of experience in the finance industry.
Anthony Schumacher (CRD# 2950324) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Kennewick, WA and has over 26 years of experience in the finance industry.
Steven Scott (CRD# 1311151) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 39 years of experience in the finance industry.
Tyler Scott (CRD# 6271744) is an Investment Advisor Representative working at Cornerstone Wealth Strategies, Inc. in Kennewick, WA and has over 10 years of experience in the finance industry. Tyler 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.
Jeffery Seitz (CRD# 2454097) is an Investment Advisor Representative working at Lpl Financial LLC in Richland, WA and has over 30 years of experience in the finance industry.
Lori Selby (CRD# 6332040) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 9 years of experience in the finance industry. Lori Selby 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.
David Shelbourn (CRD# 5488899) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kennewick, WA and has over 15 years of experience in the finance industry.
Terry Sliger (CRD# 4286982) is an Investment Advisor Representative working at Edward Jones in Richland, WA and has over 23 years of experience in the finance industry.
Erin Smith (CRD# 4059341) is an Investment Advisor Representative working at Lpl Financial LLC in Kennewick, WA and has over 23 years of experience in the finance industry.