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Distance Only Tacoma, WA
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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
Grace Park (CRD# 4893545) is an Investment Advisor Representative working at Eagle Strategies LLC in Tacoma, WA and has over 18 years of experience in the finance industry.
Kelley Park (CRD# 2935501) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tacoma, WA and has over 26 years of experience in the finance industry.
Bill Peabody (CRD# 1406004) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tacoma, WA and has over 38 years of experience in the finance industry. Bill Peabody 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.
Aleksandr Petrik (CRD# 6901265) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 6 years of experience in the finance industry.
Matthew Philichi (CRD# 1946749) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tacoma, WA and has over 34 years of experience in the finance industry. Matthew Philichi 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.
James Piper (CRD# 2809533) is an Investment Advisor Representative working at Lpl Financial LLC in Tacoma, WA and has over 27 years of experience in the finance industry.
Darlene Poch (CRD# 1436447) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 35 years of experience in the finance industry.
Mickey Portnoy (CRD# 1762726) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tacoma, WA and has over 36 years of experience in the finance industry.
John Power (CRD# 6141028) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 11 years of experience in the finance industry.
Brentford Price (CRD# 2895453) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Tacoma, WA and has over 26 years of experience in the finance industry.