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Distance Only Kirkland, 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
Loren Downs (CRD# 6691366) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 7 years of experience in the finance industry.
Colin Dresser (CRD# 7023544) is an Investment Advisor Representative working at Moss Bay Capital in Kirkland, WA and has over 5 years of experience in the finance industry.
Joseph Duncan (CRD# 6134515) is an Investment Advisor Representative working at Spg Advisors LLC in Kirkland, WA and has over 5 years of experience in the finance industry.
David Dunn (CRD# 1858090) is an Investment Advisor Representative working at Capital Planning, LLC in Kirkland, WA and has over 35 years of experience in the finance industry. David Dunn 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.
William Dunnell (CRD# 1408610) is an Investment Advisor Representative working at Greystone Financial & Estate Services, Inc. in Kirkland, WA and has over 38 years of experience in the finance industry.
Jennifer Foronda (CRD# 3130241) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Kirkland, WA and has over 14 years of experience in the finance industry.
David Giannini (CRD# 2735499) is an Investment Advisor Representative working at Private Asset Management Inc. in Kirkland, WA and has over 27 years of experience in the finance industry.
Fred Green (CRD# 1793400) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kirkland, WA and has over 38 years of experience in the finance industry.
Richard Gudaitis (CRD# 4178518) is an Investment Advisor Representative working at Lpl Financial LLC in Kirkland, WA and has over 23 years of experience in the finance industry.
Robert Guild (CRD# 2486426) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 29 years of experience in the finance industry.