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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
Neal Rodman (CRD# 2283795) is an Investment Advisor Representative working at Lincoln Investment in Woodland, WA and has over 31 years of experience in the finance industry.
Tracy Aalvik (CRD# 2881176) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, WA and has over 25 years of experience in the finance industry.
Kailie Abascal (CRD# 6758430) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has 1 year of experience in the finance industry. Kailie Abascal 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.
Daniel Adams (CRD# 4214442) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vancouver, WA and has over 23 years of experience in the finance industry.
Marc Aigner (CRD# 4102925) is an Investment Advisor Representative working at Avantax Advisory Services in Portland, OR and has over 24 years of experience in the finance industry.
Allen Akizuki (CRD# 5683416) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vancouver, WA and has over 13 years of experience in the finance industry.
Noel Allan (CRD# 1563217) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vancouver, WA and has over 37 years of experience in the finance industry.
Leigh Allen (CRD# 5711971) is an Investment Advisor Representative working at Lpl Financial LLC in Battle Ground, WA and has over 13 years of experience in the finance industry.
Litonya Allen (CRD# 6617305) is an Investment Advisor Representative working at Insight Financial in Vancouver, WA and has over 7 years of experience in the finance industry.
Michael Allen (CRD# 6442940) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vancouver, WA and has over 9 years of experience in the finance industry.