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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
Jason Carlson (CRD# 5493577) is an Investment Advisor Representative working at Key Investment Services LLC in Fife, WA and has over 15 years of experience in the finance industry.
Kari Gervais (CRD# 5281028) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fife, WA and has over 16 years of experience in the finance industry.
Traci Nelson (CRD# 6519056) is an Investment Advisor Representative working at Edward Jones in Fife, WA and has over 8 years of experience in the finance industry.
Andrew Cooper (CRD# 7835835) is an Investment Advisor Representative working at Edward Jones in Fife, WA and has 1 year of experience in the finance industry.
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth...
Christopher Reid (CRD# 6886032) is an Investment Advisor Representative working at Capital Partners Wealth Management in Issaquah, WA and has 10 years of experience in the finance industry.
Kye Abraham (CRD# 872944) is an Investment Advisor Representative working at Abraham & Company, Inc. in Gig Harbor, WA and has over 43 years of experience in the finance industry.
Phil Abraham (CRD# 7043324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 5 years of experience in the finance industry.
Erin Abrigo (CRD# 6013099) is an Investment Advisor Representative working at Edward Jones in Gig Harbor, WA and has over 12 years of experience in the finance industry.
Benjamin Addink (CRD# 4387214) is an Investment Advisor Representative working at Columbia River Advisors in Federal Way, WA and has over 22 years of experience in the finance industry.