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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
Timothy Tycz (CRD# 4215203) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southport, CT and has over 16 years of experience in the finance industry.
Katherine Baird (CRD# 1071122) is an Investment Advisor Representative working at K.l. Baird Asset Management in Kirkland, WA and has over 41 years of experience in the finance industry.
Anne Bowen (CRD# 6678448) is an Investment Advisor Representative working at Edward Jones in Ferndale, WA and has over 7 years of experience in the finance industry.
Monisha Brandt (CRD# 5006351) is an Investment Advisor Representative working at Edward Jones in Ferndale, WA and has over 18 years of experience in the finance industry.
Kirk Crawford (CRD# 1533245) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ferndale, WA and has over 28 years of experience in the finance industry.
Gerald Desimone (CRD# 2311669) is an Investment Advisor Representative working at Bcn Financial, Inc. in Modesto, CA and has over 30 years of experience in the finance industry.
Jose Diaz (CRD# 2298795) is an Investment Advisor Representative working at Lpl Financial LLC in Modesto, CA and has over 31 years of experience in the finance industry.
Scott Dirksen (CRD# 6447079) is an Investment Advisor Representative working at Lpl Financial LLC in Ferndale, WA and has over 10 years of experience in the finance industry. Scott Dirksen 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.
Richard Donahue (CRD# 69857) is an Investment Advisor Representative working at Lpl Financial LLC in Ferndale, WA and has over 33 years of experience in the finance industry. Richard Donahue 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.
Howard Eriksen (CRD# 2322255) is an Investment Advisor Representative working at Eriksen Capital Management in Custer, WA and has over 31 years of experience in the finance industry.