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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
Shawn Contento (CRD# 4420785) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tacoma, WA and has over 22 years of experience in the finance industry.
David Cook (CRD# 5948167) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 12 years of experience in the finance industry.
Tristan Coudriet (CRD# 5333389) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 16 years of experience in the finance industry.
Kaile Crowell (CRD# 6132018) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tacoma, WA and has over 11 years of experience in the finance industry.
Joseph Curiel (CRD# 861900) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tacoma, WA and has over 37 years of experience in the finance industry.
Holly D'annunzio (CRD# 1028065) is an Investment Advisor Representative working at D'annunzio Consulting Group, LLC in Tacoma, WA and has over 32 years of experience in the finance industry.
Chaney Darlington (CRD# 4688801) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tacoma, WA and has over 20 years of experience in the finance industry.
Russell Darneille (CRD# 2605968) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 29 years of experience in the finance industry.
Richard Devlin (CRD# 2712056) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tacoma, WA and has over 28 years of experience in the finance industry. Richard Devlin 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.
Kyle Dofelmier (CRD# 5436443) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tacoma, WA and has over 16 years of experience in the finance industry.