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Distance Only Lake Stevens, 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
Paul Adams (CRD# 3077936) is an Investment Advisor Representative working at Sound Financial, LLC in Lake Stevens, WA and has over 24 years of experience in the finance industry.
Richard Bardue (CRD# 2322399) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Stevens, WA and has over 31 years of experience in the finance industry. Richard Bardue 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 Carton (CRD# 5726255) is an Investment Advisor Representative working at Edward Jones in Lake Stevens, WA and has over 14 years of experience in the finance industry.
Tammy Holten (CRD# 4803225) is an Investment Advisor Representative working at Edward Jones in Lake Stevens, WA and has over 6 years of experience in the finance industry.
Diana Jackson (CRD# 4920085) is an Investment Advisor Representative working at Edward Jones in Lake Stevens, WA and has over 16 years of experience in the finance industry.
Jan Larsen (CRD# 1691508) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake Stevens, WA and has over 36 years of experience in the finance industry.
Licio Liberato (CRD# 2427757) is an Investment Advisor Representative working at Primerica Advisors in Lake Stevens, WA and has over 30 years of experience in the finance industry.
Martin Mosbacker (CRD# 2429373) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Stevens, WA and has over 26 years of experience in the finance industry.
Krista Savage (CRD# 5195898) is an Investment Advisor Representative working at Edward Jones in Lake Stevens, WA and has over 13 years of experience in the finance industry.
Cory Shepherd (CRD# 5628922) is an Investment Advisor Representative working at Sound Financial, LLC in Lake Stevens, WA and has over 15 years of experience in the finance industry. Cory Shepherd 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.