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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
Richard Keppler (CRD# 1174913) is an Investment Advisor Representative working at First Advisors National, LLC in Coupeville, WA and has over 39 years of experience in the finance industry.
Trenton Lay (CRD# 4763455) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Coupeville, WA and has over 19 years of experience in the finance industry.
Aaron Lucero (CRD# 3154655) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Coupeville, WA and has over 24 years of experience in the finance industry. Aaron Lucero 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.
Christopher Renfro (CRD# 6287073) is an Investment Advisor Representative working at Edward Jones in Coupeville, WA and has over 10 years of experience in the finance industry.
Nick Bormann, Ph.D., CFP® is an Investment Advisor and Financial Planner working at Bormann Wealth Management, LLC, home office based in Spokane, WA. He has over 5 years of experience in the finance industry.
Nick specializes in working with busy professionals (attorneys, educators, entrepreneurs) in building and preserving assets during their careers, while making a plan for whatever comes next.
You can visit his FAQs page, or learn about becoming a client. He also writes a regular blog about advanced investing and personal finance topics.
Background:
Nick graduated from Gonzaga...
Daniel Abbott (CRD# 1360876) is an Investment Advisor Representative working at Edward Jones in Sequim, WA and has over 29 years of experience in the finance industry.
Taylor Aitken (CRD# 7053502) is an Investment Advisor Representative working at Edward Jones in Marysville, WA and has over 5 years of experience in the finance industry.
Wasan Al Mohamad (CRD# 6891283) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Everett, WA and has over 6 years of experience in the finance industry.
Theresa Alcayaga (CRD# 6657665) is an Investment Advisor Representative working at Edward Jones in Sequim, WA and has over 7 years of experience in the finance industry.
James Allen (CRD# 1069257) is an Investment Advisor Representative working at Wells Fargo Advisors in Friday Harbor, WA and has over 41 years of experience in the finance industry. James Allen 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.