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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
Joseph Crest (CRD# 6737427) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 6 years of experience in the finance industry.
Janelle Cromwell (CRD# 5948047) is an Investment Advisor Representative working at Rockefeller Capital Management in Olympia, WA and has over 8 years of experience in the finance industry. Janelle Cromwell 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.
Angel Cruz (CRD# 1823725) is an Investment Advisor Representative working at Cruz Wealth Management, LLC in Olympia, WA and has over 36 years of experience in the finance industry. Angel Cruz 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.
Cameron Daniels (CRD# 6587793) is an Investment Advisor Representative working at Edward Jones in Lacey, WA and has over 8 years of experience in the finance industry.
John Davis (CRD# 4142830) 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.
Michael Davis (CRD# 5052382) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dupont, WA and has over 18 years of experience in the finance industry.
Lorri Defoor (CRD# 6604621) is an Investment Advisor Representative working at Sustain Financial Inc. in Olympia, WA and has over 8 years of experience in the finance industry. Lorri Defoor 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.
Reza Dekhani (CRD# 3243477) is an Investment Advisor Representative working at Lpl Financial LLC in Olympia, WA and has over 24 years of experience in the finance industry.
Angela Denna (CRD# 4140619) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 15 years of experience in the finance industry.
Kelli Denney (CRD# 5444259) is an Investment Advisor Representative working at Armour Wealth Advisors, LLC in Tumwater, WA and has over 14 years of experience in the finance industry.