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Distance Only Lacey, 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
Jonathan Emerson (CRD# 5294406) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 16 years of experience in the finance industry.
Kevin Hayward (CRD# 5923102) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lacey, WA and has over 12 years of experience in the finance industry.
David Hoffert (CRD# 4330158) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lacey, WA and has over 23 years of experience in the finance industry.
Jeffrey Kopp (CRD# 5722010) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 14 years of experience in the finance industry.
Nancy Lapointe (CRD# 3228677) is an Investment Advisor Representative working at Commonwealth Financial Network in Lacey, WA and has over 24 years of experience in the finance industry. Nancy Lapointe 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.
Todd Lindley (CRD# 1312891) is an Investment Advisor Representative working at Commonwealth Financial Network in Lacey, WA and has over 38 years of experience in the finance industry. Todd Lindley 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.
Patricia Marlow (CRD# 4662374) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Lacey, WA and has over 20 years of experience in the finance industry.
Rachael Megazzini (CRD# 7010378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lacey, WA and has over 5 years of experience in the finance industry.
William Peden (CRD# 2552555) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 29 years of experience in the finance industry.
Andrew Reid (CRD# 6783617) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 6 years of experience in the finance industry.