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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
Kailie Abascal (CRD# 6758430) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has 1 year of experience in the finance industry. Kailie Abascal 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.
Daniel Adams (CRD# 4214442) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vancouver, WA and has over 23 years of experience in the finance industry.
Allen Akizuki (CRD# 5683416) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vancouver, WA and has over 13 years of experience in the finance industry.
Noel Allan (CRD# 1563217) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vancouver, WA and has over 37 years of experience in the finance industry.
Stuart Allen (CRD# 3014735) is an Investment Advisor Representative working at Allen Capital Management, LLC in Vancouver, WA and has 1 year of experience in the finance industry.
Taylor Anderson (CRD# 6812068) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has over 6 years of experience in the finance industry. Taylor Anderson 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.
Rene Apodaca (CRD# 2358821) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 24 years of experience in the finance industry.
Aaron Argiso (CRD# 6728970) is an Investment Advisor Representative working at Harlow Wealth Management, Inc. in Vancouver, WA and has over 7 years of experience in the finance industry. Aaron Argiso 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.
Lani Aronsen (CRD# 5360903) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Vancouver, WA and has over 7 years of experience in the finance industry.
Brian Baker (CRD# 1936839) is an Investment Advisor Representative working at Baker Ellis Asset Management LLC in Vancouver, WA and has over 34 years of experience in the finance industry.