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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
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 41 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.
Mie Field (CRD# 7323528) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Bothell, WA and has over 2 years of experience in the finance industry.