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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
Brian Lockett (CRD# 4573162) is an Investment Advisor Representative working at Comprehensive Wealth Management in Lynnwood, WA and has over 20 years of experience in the finance industry. Brian Lockett 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.
Jane Loeb (CRD# 4843934) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Everett, WA and has over 19 years of experience in the finance industry.
Bradley Long (CRD# 3006666) is an Investment Advisor Representative working at Financial & Estate Advisors, Inc. in Woodinville, WA and has over 26 years of experience in the finance industry.
Monica Lorimor (CRD# 2826172) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bothell, WA and has over 26 years of experience in the finance industry.
Jamie Low (CRD# 5481400) is an Investment Advisor Representative working at Interfund Management Services, Inc. in Lynnwood, WA and has over 16 years of experience in the finance industry.
Wendy Lucas (CRD# 2604484) is an Investment Advisor Representative working at Primerica Advisors in Mount Vernon, WA and has over 29 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.
David Lund (CRD# 4966042) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shoreline, WA and has over 18 years of experience in the finance industry.
Eileen Lund-Garrison (CRD# 5875207) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Arlington, WA and has over 13 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.