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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
Kevin McVicker (CRD# 5586533) is an Investment Advisor Representative working at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA and has over 15 years of experience in the finance industry.
Gabriel Medina (CRD# 5319460) is an Investment Advisor Representative working at Bridge Capital Consulting, LLC in Kennewick, WA and has over 16 years of experience in the finance industry.
Matthew Minter (CRD# 5802933) is an Investment Advisor Representative working at Lpl Financial LLC in Kennewick, WA and has over 13 years of experience in the finance industry.
Kerri Mitchell (CRD# 4808140) is an Investment Advisor Representative working at Eagle Strategies LLC in Kennewick, WA and has over 16 years of experience in the finance industry.
Ian Mitz (CRD# 4484452) is an Investment Advisor Representative working at Mitz Wealth Management, LLC in Pasco, WA and has over 22 years of experience in the finance industry. Ian Mitz 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.
Kyle Moon (CRD# 5896279) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kennewick, WA and has over 12 years of experience in the finance industry.
Travis A. Morrow (CRD# 4145826) is Owner and President of 3 Rivers Financial Group in Kennewick WA.
He started in the financial industry March of 1998 and worked as a rep for a retail firm.
In 2001 he broke away from retail and worked as VP Of Risk Management for an independent firm.
Based on advice he received from his CPA in 2003, Mr. Morrow created his own company, Morrow Financial Group, Inc. for tax reasons.
In 2008 he decided to go it alone and created a niche based practice that focused and continues to focus on retirement planning. He added a DBA to his company name of 3...
Kathryn Mulhausen (CRD# 5977557) is an Investment Advisor Representative working at Cornerstone Wealth Strategies, Inc. in Kennewick, WA and has over 11 years of experience in the finance industry. Kathryn Mulhausen 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.
Shawn Murrow (CRD# 4590051) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kennewick, WA and has over 21 years of experience in the finance industry.
Ian Napier (CRD# 6990060) is an Investment Advisor Representative working at Edward Jones in Kennewick, WA and has over 5 years of experience in the finance industry.