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Distance Only Gig Harbor, 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
Ralph Latza (CRD# 4060763) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 19 years of experience in the finance industry. Ralph Latza 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.
Gary Lucy (CRD# 1609126) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 37 years of experience in the finance industry. Gary Lucy 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.
Perry McClain (CRD# 1675329) is an Investment Advisor Representative working at Commonwealth Financial Network in Gig Harbor, WA and has over 37 years of experience in the finance industry.
Joshua Morin (CRD# 6437979) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Gig Harbor, WA and has over 9 years of experience in the finance industry. Joshua Morin 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.
Paul Nelson (CRD# 5975141) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gig Harbor, WA and has over 11 years of experience in the finance industry. Paul Nelson 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.
Kimberly Nordi (CRD# 2145303) is an Investment Advisor Representative working at Sowell Management in Gig Harbor, WA and has over 28 years of experience in the finance industry.
Kathleen North (CRD# 5437290) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gig Harbor, WA and has over 16 years of experience in the finance industry.
Richard North (CRD# 5322822) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gig Harbor, WA and has over 16 years of experience in the finance industry.
Kimberlie Olsen (CRD# 6335761) is an Investment Advisor Representative working at Edward Jones in Gig Harbor, WA and has over 7 years of experience in the finance industry.
Bart Olson (CRD# 2595108) is an Investment Advisor Representative working at Portfolio Advisors Group, Inc. in Gig Harbor, WA and has over 29 years of experience in the finance industry.