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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
Sean Simmons (CRD# 6826120) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has over 6 years of experience in the finance industry.
Stephen Sklar (CRD# 6332740) is an Investment Advisor Representative working at Edward Jones in Port Townsend, WA and has over 8 years of experience in the finance industry.
Gregory Smith (CRD# 5736926) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 14 years of experience in the finance industry.
Richard Smith (CRD# 6868129) is an Investment Advisor Representative working at Edward Jones in Port Ludlow, WA and has over 6 years of experience in the finance industry.
Todd Tidball (CRD# 1399363) is an Investment Advisor Representative working at Edward Jones in Poulsbo, WA and has over 38 years of experience in the finance industry.
Kevin Tracy (CRD# 2143932) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Port Angeles, WA and has over 32 years of experience in the finance industry.
Julie Wakefield (CRD# 5483283) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Angeles, WA and has over 3 years of experience in the finance industry. Julie Wakefield 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.
Randall Wall (CRD# 4015381) is an Investment Advisor Representative working at Penn Cove Financial, LLC in Oak Harbor, WA and has over 24 years of experience in the finance industry. Randall Wall 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.
Nathan Walters (CRD# 2137772) is an Investment Advisor Representative working at Commonwealth Financial Network in Poulsbo, WA and has over 33 years of experience in the finance industry.
Jason Wright (CRD# 6714407) is an Investment Advisor Representative working at Edward Jones in Port Ludlow, WA and has over 7 years of experience in the finance industry.