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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
Sarah Arnold (CRD# 4802951) is an Investment Advisor Representative working at Skyline Advisors, Inc. in Bellingham, WA and has over 19 years of experience in the finance industry.
Tod Asmussen (CRD# 2485131) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellingham, WA and has over 29 years of experience in the finance industry.
Matthew Atkins (CRD# 5690723) is an Investment Advisor Representative working at Clearbrook Investment Management, LLC in Bellingham, WA and has over 14 years of experience in the finance industry.
Thomas Bajema (CRD# 1550427) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellingham, WA and has over 37 years of experience in the finance industry.
Shu-chun Balogh (CRD# 6470917) is an Investment Advisor Representative working at Lpl Financial LLC in Lynden, WA and has over 6 years of experience in the finance industry.
Jerry Barnett (CRD# 5135728) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 17 years of experience in the finance industry.
Patrick Barrett (CRD# 2358351) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Anacortes, WA and has over 30 years of experience in the finance industry.
Margaret Bartelt (CRD# 6619860) is an Investment Advisor Representative working at Flow Financial Planning, LLC in Bellingham, WA and has over 8 years of experience in the finance industry. Margaret Bartelt 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.
Hilary Baumstarck (CRD# 2878934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 27 years of experience in the finance industry.
Jodie Beatty (CRD# 4802247) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 18 years of experience in the finance industry.