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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
Perry Sikes (CRD# 2605931) is an Investment Advisor Representative working at Investor Resources Inc. in Port Orchard, WA and has over 28 years of experience in the finance industry. Perry Sikes 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 St Martin (CRD# 6676779) is an Investment Advisor Representative working at Edward Jones in Port Orchard, WA and has over 7 years of experience in the finance industry.
Geoffrey Stark (CRD# 1322407) is an Investment Advisor Representative working at Lpl Financial LLC in Port Orchard, WA and has over 39 years of experience in the finance industry.
David Williams (CRD# 4029605) is an Investment Advisor Representative working at Multnomah Group, Inc. in Port Orchard, WA and has over 24 years of experience in the finance industry.
Schelley York (CRD# 3246437) is an Investment Advisor Representative working at Edward Jones in Port Orchard, WA and has over 16 years of experience in the finance industry.
Thomas Hanrahan (CRD# 6948906) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Port Orchard, WA and has over 4 years of experience in the finance industry.
Alyson Kreifels (CRD# 7513001) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Orchard, WA and has 1 year of experience in the finance industry.
Jarrod Roth (CRD# 7551046) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Port Orchard, WA and has over 2 years of experience in the finance industry.
Cameron Smith (CRD# 7701439) is an Investment Advisor Representative working at Edward Jones in Port Orchard, WA and has 1 year of experience in the finance industry.
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth...