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Distance Only Longview, 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
Tracy Aalvik (CRD# 2881176) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, WA and has over 25 years of experience in the finance industry.
John Anderson (CRD# 2602329) is an Investment Advisor Representative working at Anderson & Anderson Advisory, LLC in Longview, WA and has over 26 years of experience in the finance industry.
Max Anderson (CRD# 2447255) is an Investment Advisor Representative working at Anderson & Anderson Advisory, LLC in Longview, WA and has over 30 years of experience in the finance industry.
Jeffrey Bartleson (CRD# 4678862) is an Investment Advisor Representative working at Edward Jones in Longview, WA and has over 20 years of experience in the finance industry.
Todd Boze (CRD# 6848983) is an Investment Advisor Representative working at Edward Jones in Longview, WA and has over 6 years of experience in the finance industry.
John Bryant (CRD# 4143836) is an Investment Advisor Representative working at Bryant Wealth Management, Inc. in Longview, WA and has over 23 years of experience in the finance industry.
Lynelle Clark (CRD# 5261138) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, WA and has over 13 years of experience in the finance industry.
Michelle Elo (CRD# 2651623) is an Investment Advisor Representative working at Continental Investors Services, Inc. in Longview, WA and has over 27 years of experience in the finance industry.
Taina Frazer (CRD# 2766594) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Longview, WA and has over 8 years of experience in the finance industry.
Stephen Fuller (CRD# 4289662) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, WA and has over 23 years of experience in the finance industry. Stephen Fuller 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.