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Distance Only Bothell, WA
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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
Reginald Tilley (CRD# 1066561) is an Investment Advisor Representative working at Edelman Financial Engines in Bothell, WA and has over 41 years of experience in the finance industry. Reginald Tilley 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.
Traci Underhill (CRD# 2622235) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bothell, WA and has over 26 years of experience in the finance industry.
Katrina Vanrensum (CRD# 3099953) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Bothell, WA and has over 25 years of experience in the finance industry.
Kenneth Wang (CRD# 5267501) is an Investment Advisor Representative working at Avantax Advisory Services in Bothell, WA and has over 16 years of experience in the finance industry.
Bruce Yates (CRD# 874023) is an Investment Advisor Representative working at Edelman Financial Engines in Bothell, WA and has over 40 years of experience in the finance industry.
Kevin Alaghemand (CRD# 6825064) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Bothell, WA and has over 6 years of experience in the finance industry.
Kenneth Ballard (CRD# 7210436) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bothell, WA and has over 4 years of experience in the finance industry.
Robert Bergstrom (CRD# 1701030) is an Investment Advisor Representative working at Robert Bergstrom in Bothell, WA and has over 36 years of experience in the finance industry.
Keith Bond (CRD# 5713088) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bothell, WA and has over 6 years of experience in the finance industry.
Danny Chi (CRD# 7145973) is an Investment Advisor Representative working at Edward Jones in Bothell, WA and has over 4 years of experience in the finance industry.