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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
Ian Borgstedt (CRD# 2651529) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 28 years of experience in the finance industry. Ian Borgstedt 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.
Viengsavanh Bounnam (CRD# 4171968) 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.
Lance Boyce (CRD# 4169792) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vancouver, WA and has over 23 years of experience in the finance industry. Lance Boyce 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 Boyett (CRD# 4457928) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vancouver, WA and has over 22 years of experience in the finance industry.
Todd Boze (CRD# 6848983) is an Investment Advisor Representative working at Edward Jones in Longview, WA and has over 6 years of experience in the finance industry.
Sean Brady (CRD# 2765006) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 27 years of experience in the finance industry.
Holly Breeden (CRD# 6365891) is an Investment Advisor Representative working at Fort Vancouver Investment Management, LLC in Vancouver, WA and has over 9 years of experience in the finance industry.
Jeffrey Brooks (CRD# 4412813) is an Investment Advisor Representative working at Arbor Point Advisors in Vancouver, WA and has over 21 years of experience in the finance industry.
Aaron Brown (CRD# 4523232) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 21 years of experience in the finance industry.
David Brown (CRD# 6532607) is an Investment Advisor Representative working at Edward Jones in Vancouver, WA and has over 8 years of experience in the finance industry.