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Distance Only Olympia, 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
James Watson (CRD# 6135255) is an Investment Advisor Representative working at Prudential Financial Planning Services in Olympia, WA and has over 10 years of experience in the finance industry.
Peter Watson (CRD# 3243686) is an Investment Advisor Representative working at Prudential Financial Planning Services in Olympia, WA and has over 24 years of experience in the finance industry. Peter Watson 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.
Taryn Weiks (CRD# 6666615) is an Investment Advisor Representative working at Lpl Financial LLC in Olympia, WA and has over 6 years of experience in the finance industry.
Carl Welander (CRD# 6152399) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 11 years of experience in the finance industry.
Randy Welborn (CRD# 4547206) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 21 years of experience in the finance industry.
Weston Weller (CRD# 4689026) is an Investment Advisor Representative working at Edward Jones in Olympia, WA and has over 20 years of experience in the finance industry.
Douglas Whittle (CRD# 2190231) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 32 years of experience in the finance industry.
Lynn Widmann (CRD# 5418530) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 8 years of experience in the finance industry.
Bret Wilhelm (CRD# 2503155) is an Investment Advisor Representative working at Wilhelm Financial Services, Pllc in Olympia, WA and has over 29 years of experience in the finance industry. Bret Wilhelm 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.
Lance Williams (CRD# 2164760) is an Investment Advisor Representative working at Rockefeller Capital Management in Olympia, WA and has over 31 years of experience in the finance industry. Lance Williams 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.