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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
James Karel (CRD# 861100) is an Investment Advisor Representative working at Karel Capital, Inc. in Spokane, WA and has over 41 years of experience in the finance industry.
Jay Lake (CRD# 1253117) is an Investment Advisor Representative working at Twenty Twenty Investment Advisors, LLC in Spokane, WA and has over 35 years of experience in the finance industry. Jay Lake 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.
Gary Lee (CRD# 1242630) is an Investment Advisor Representative working at Long View Financial Services, Inc. in Spokane, WA and has over 18 years of experience in the finance industry. Gary Lee 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.
Christopher Malde (CRD# 6170466) is an Investment Advisor Representative working at Malde Capital Management, LLC in Spokane, WA and has 1 year of experience in the finance industry.
Daniel Murphy (CRD# 1855495) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spokane, WA and has over 34 years of experience in the finance industry.
Shawn Peroff (CRD# 2702904) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 27 years of experience in the finance industry.
Robb Peterson (CRD# 1747275) is an Investment Advisor Representative working at Karel Capital, Inc. in Spokane, WA and has over 36 years of experience in the finance industry.
Scott Rahn (CRD# 1959522) is an Investment Advisor Representative working at Rahn Wealth Management, LLC in Spokane, WA and has over 34 years of experience in the finance industry.
Daniel Ripley (CRD# 2136504) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Spokane, WA and has over 32 years of experience in the finance industry.
Barry Waits (CRD# 3075688) is an Investment Advisor Representative working at Waits Investments, LLC in Spokane, WA and has over 25 years of experience in the finance industry.