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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 Allen (CRD# 1069257) is an Investment Advisor Representative working at Wells Fargo Advisors in Friday Harbor, WA and has over 41 years of experience in the finance industry. James Allen 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.
Richard Anderson (CRD# 2231612) is an Investment Advisor Representative working at Royal Fund Management, LLC in Mount Vernon, WA and has over 21 years of experience in the finance industry.
Cary Atlas (CRD# 1990494) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Marysville, WA and has over 21 years of experience in the finance industry.
Gene Barner (CRD# 4654718) is an Investment Advisor Representative working at Edward Jones in Oak Harbor, WA and has over 20 years of experience in the finance industry.
Patrick Barrett (CRD# 2358351) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Anacortes, WA and has over 30 years of experience in the finance industry.
Grace Beach (CRD# 6480682) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Oak Harbor, WA and has over 7 years of experience in the finance industry. Grace Beach 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.
William Beezley (CRD# 1277412) is an Investment Advisor Representative working at Olympic Financial Advisors, LLC in Port Townsend, WA and has over 25 years of experience in the finance industry.
Scott Berg (CRD# 1590510) is an Investment Advisor Representative working at D.a. Davidson & Company in Burlington, WA and has over 36 years of experience in the finance industry.
Jacob Blukis (CRD# 6174319) is an Investment Advisor Representative working at Mcilrath & Eck, LLC in Arlington, WA and has over 10 years of experience in the finance industry. Jacob Blukis 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.
Alfred Bowman (CRD# 5960799) is an Investment Advisor Representative working at Edward Jones in Port Townsend, WA and has over 12 years of experience in the finance industry.