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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
Jamie Low (CRD# 5481400) is an Investment Advisor Representative working at Interfund Management Services, Inc. in Lynnwood, WA and has over 16 years of experience in the finance industry.
Aaron Lucero (CRD# 3154655) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Coupeville, WA and has over 24 years of experience in the finance industry. Aaron Lucero 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.
David Lund (CRD# 4966042) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Shoreline, WA and has over 18 years of experience in the finance industry.
Kevin Lungren (CRD# 6115593) is an Investment Advisor Representative working at Edward Jones in Freeland, WA and has over 11 years of experience in the finance industry.
Gregory Lyle (CRD# 1949501) is an Investment Advisor Representative working at Gregory Lyle & Company in Clinton, WA and has over 35 years of experience in the finance industry.
Kiavash Maadanian (CRD# 6581196) is an Investment Advisor Representative working at Key Investment Services LLC in Seattle, WA and has over 8 years of experience in the finance industry.
Christopher Malde (CRD# 6170466) is an Investment Advisor Representative working at Malde Capital Management, LLC in Spokane, WA and has 1 year of experience in the finance industry.
Mark Manchester (CRD# 1805791) is an Investment Advisor Representative working at Wells Fargo Advisors in Edmonds, WA and has over 36 years of experience in the finance industry.
Jeffrey Martin (CRD# 2679178) is an Investment Advisor Representative working at Capital Investment Management in Edmonds, WA and has over 28 years of experience in the finance industry.
Kyle Max (CRD# 5984599) is an Investment Advisor Representative working at Lpl Financial LLC in Everett, WA and has over 12 years of experience in the finance industry.