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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
Jason Keser (CRD# 5713040) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Snoqualmie, WA and has over 14 years of experience in the finance industry.
David Lenvin (CRD# 5354636) is an Investment Advisor Representative working at Equitable Advisors, LLC in Snoqualmie, WA and has over 16 years of experience in the finance industry.
Colton Loder (CRD# 5376609) is an Investment Advisor Representative working at Cohalo in Snoqualmie, WA and has over 6 years of experience in the finance industry.
Nathan Ricks (CRD# 2630065) is an Investment Advisor Representative working at Financial Freedom For Dentists LLC in Snoqualmie, WA and has over 28 years of experience in the finance industry. Nathan Ricks 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.
Brandon Roberts (CRD# 4488040) is an Investment Advisor Representative working at Mml Investors Services, LLC in Snoqualmie, WA and has over 22 years of experience in the finance industry.
Vaughn Sherman (CRD# 3177432) is an Investment Advisor Representative working at Edward Jones in Snoqualmie, WA and has over 25 years of experience in the finance industry.
Daniel Wilkison (CRD# 3242605) is an Investment Advisor Representative working at Wilkison Investment Services, LLC in Snoqualmie, WA and has over 24 years of experience in the finance industry.
Vogt Wilkison (CRD# 1054762) is an Investment Advisor Representative working at Wilkison Investment Services, LLC in Snoqualmie, WA and has over 41 years of experience in the finance industry.
Loyd Burleson (CRD# 7210322) is an Investment Advisor Representative working at Financial Freedom For Dentists LLC in Snoqualmie, WA and has over 3 years of experience in the finance industry. Loyd Burleson 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.
Eric Kenney (CRD# 7723510) is an Investment Advisor Representative working at Kenney Wealth Planning & Management in Snoqualmie, WA and has 1 year of experience in the finance industry.