-
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
Paul Carlson (CRD# 6252030) is an Investment Advisor Representative working at Lpl Financial LLC in Woodinville, WA and has over 10 years of experience in the finance industry.
Scott Caufield (CRD# 5840914) is an Investment Advisor Representative working at Sophos Wealth Management in Woodinville, WA and has over 13 years of experience in the finance industry.
Chris Folgmann (CRD# 2490969) is an Investment Advisor Representative working at Folgmann Financial Group LLC in Woodinville, WA and has over 29 years of experience in the finance industry.
Bertha Gardiner (CRD# 2140616) is an Investment Advisor Representative working at Key Investment Services LLC in Woodinville, WA and has over 28 years of experience in the finance industry.
Bradley Long (CRD# 3006666) is an Investment Advisor Representative working at Financial & Estate Advisors, Inc. in Woodinville, WA and has over 26 years of experience in the finance industry.
Thomas McLaurin (CRD# 3141296) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Woodinville, WA and has over 25 years of experience in the finance industry.
Shelby Miller (CRD# 4713127) is an Investment Advisor Representative working at Helmsman Financial Group, LLC in Woodinville, WA and has over 20 years of experience in the finance industry.
Joseph Phillips (CRD# 4885752) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Woodinville, WA and has over 19 years of experience in the finance industry. Joseph Phillips 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.
Shiva Rahmati (CRD# 6891464) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodinville, WA and has over 6 years of experience in the finance industry.
George Sisti (CRD# 4835803) is an Investment Advisor Representative working at On Course Financial Planning in Woodinville, WA and has over 19 years of experience in the finance industry.