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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
Jodi Kortman (CRD# 2916109) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has over 23 years of experience in the finance industry.
Trenton Lay (CRD# 4763455) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Coupeville, WA and has over 19 years of experience in the finance industry.
Timothy Martin (CRD# 6722320) is an Investment Advisor Representative working at Hallett Advisors in Port Angeles, WA and has over 8 years of experience in the finance industry. Timothy Martin 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.
Mark McComsey (CRD# 2518224) is an Investment Advisor Representative working at Illumine Investment Management, LLC in Poulsbo, WA and has over 29 years of experience in the finance industry.
Elizabeth McCord (CRD# 2646159) is an Investment Advisor Representative working at Edward Jones in Poulsbo, WA and has over 12 years of experience in the finance industry.
Stephen Methner (CRD# 3006840) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Port Angeles, WA and has over 25 years of experience in the finance industry.
Elizabeth Millar (CRD# 5882619) is an Investment Advisor Representative working at Edward Jones in Port Angeles, WA and has over 6 years of experience in the finance industry.
Marilyn Miller (CRD# 2569235) is an Investment Advisor Representative working at Federal Benefits Advisors in Poulsbo, WA and has over 29 years of experience in the finance industry.
Matthew Miller (CRD# 5085796) is an Investment Advisor Representative working at Upleft Asset Management in Port Angeles, WA and has over 18 years of experience in the finance industry. Matthew Miller 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.
Robert Morgan (CRD# 6431827) is an Investment Advisor Representative working at Edward Jones in Poulsbo, WA and has over 9 years of experience in the finance industry.