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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
Leinelle Warren (CRD# 4374976) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Seattle, WA and has over 22 years of experience in the finance industry.
Andrew Watkins (CRD# 1139486) is an Investment Advisor Representative working at Lpl Financial LLC in Sequim, WA and has over 40 years of experience in the finance industry. Andrew Watkins 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.
Mark Weatherly (CRD# 6484237) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Mountlake Terrace, WA and has over 8 years of experience in the finance industry.
Geoffrey Wendover (CRD# 3254502) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnwood, WA and has over 24 years of experience in the finance industry.
Eric Westberg (CRD# 1686237) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Seattle, WA and has over 35 years of experience in the finance industry.
Shawn Whatley (CRD# 4705711) is an Investment Advisor Representative working at Lpl Financial LLC in Seattle, WA and has over 20 years of experience in the finance industry.
Bradley Wheeler (CRD# 2693022) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Edmonds, WA and has over 28 years of experience in the finance industry.
Michael White (CRD# 1766131) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Langley, WA and has over 36 years of experience in the finance industry. Michael White 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.
Aaron Wolfe (CRD# 5825088) is an Investment Advisor Representative working at Edward Jones in Lynnwood, WA and has over 13 years of experience in the finance industry.
Jason Wright (CRD# 6714407) is an Investment Advisor Representative working at Edward Jones in Port Ludlow, WA and has over 7 years of experience in the finance industry.