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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
Lauren Snider (CRD# 7433445) is an Investment Advisor Representative working at Lincoln Investment in Renton, WA and has over 2 years of experience in the finance industry.
Jacob Standaert (CRD# 7541840) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Renton, WA and has 1 year of experience in the finance industry.
Venkat Karun Babu Thota (CRD# 7550893) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Renton, WA and has 1 year of experience in the finance industry.
Shannon Van Dyken (CRD# 5344008) is an Investment Advisor Representative working at Edward Jones in Renton, WA and has over 16 years of experience in the finance industry.
Michael Whittendale (CRD# 7204461) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Renton, WA and has over 4 years of experience in the finance industry.
Kelci Young (CRD# 6962493) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Renton, WA and has over 4 years 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...
Christopher Reid (CRD# 6886032) is an Investment Advisor Representative working at Capital Partners Wealth Management in Issaquah, WA and has 10 years of experience in the finance industry.
Jeffrey Janeway (CRD# 6533806) is an Investment Advisor Representative working at Harbour Investments, Inc. in Edmonds, WA and has over 8 years of experience in the finance industry. Jeffrey Janeway 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.
Angela Jolley (CRD# 4337938) is an Investment Advisor Representative working at Aspire Capital Advisors LLC in Seattle, WA and has over 23 years of experience in the finance industry. Angela Jolley 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.