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Distance Only Freeland, 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
Melissa Cates (CRD# 4770256) is an Investment Advisor Representative working at Edward Jones in Freeland, WA and has over 10 years of experience in the finance industry.
James Forsyth (CRD# 2991356) is an Investment Advisor Representative working at Commonwealth Financial Network in Freeland, WA and has over 26 years of experience in the finance industry. James Forsyth 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.
Barbara Kubesh (CRD# 1429228) is an Investment Advisor Representative working at On Investment Management Co in Freeland, WA and has over 38 years of experience in the finance industry.
Kevin Lungren (CRD# 6115593) is an Investment Advisor Representative working at Edward Jones in Freeland, WA and has over 11 years of experience in the finance industry.
Kristi Price (CRD# 5551127) is an Investment Advisor Representative working at Edward Jones in Freeland, WA and has over 6 years of experience in the finance industry.
James Waldal (CRD# 4328740) is an Investment Advisor Representative working at Lpl Financial LLC in Freeland, WA and has over 22 years of experience in the finance industry.
Sheila Delong (CRD# 3179259) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Freeland, WA and has over 24 years of experience in the finance industry.