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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
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.
James Benjamson (CRD# 1161623) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Battle Ground, WA and has over 40 years of experience in the finance industry.
Brooks Berardi (CRD# 5216860) is an Investment Advisor Representative working at Mml Investors Services, LLC in Battle Ground, WA and has over 15 years of experience in the finance industry.
Stephen Dail (CRD# 4905267) is an Investment Advisor Representative working at Edward Jones in Battle Ground, WA and has over 19 years of experience in the finance industry.
Leann Dodge (CRD# 5024775) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Battle Ground, WA and has over 18 years of experience in the finance industry.
Stephan Edwards (CRD# 6180082) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Battle Ground, WA and has over 10 years of experience in the finance industry. Stephan Edwards 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.
Haley Harmon (CRD# 6878505) is an Investment Advisor Representative working at Cuso Financial Services in Battle Ground, WA and has over 5 years of experience in the finance industry.
Matthew Henderson (CRD# 6253359) is an Investment Advisor Representative working at Edward Jones in Battle Ground, WA and has over 9 years of experience in the finance industry.
Timothy Massie (CRD# 2995603) is an Investment Advisor Representative working at Timepiece Financial Planning, Inc. in Battle Ground, WA and has over 19 years of experience in the finance industry. Timothy Massie 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.
Troy McCoy (CRD# 5025093) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Battle Ground, WA and has over 18 years of experience in the finance industry.