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8 advisors near 98631
Out of 400,000+ nationwide
Michelle L
Series 66
Long Beach, WA
Money Concepts Capital Corp
Michelle Luce is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, CUNA Mutual Group, Great Northwest Federal Credit Union, and Cuna Brokerage Services, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and fundamental and technical analysis to manage approximately $3.33 billion for around 14,700 clients.
Rachel F
Series 66
Astoria, OR
Thrivent Investment Management
Rachel French is a Series 66-registered financial advisor with Thrivent Investment Management, where she has worked since 2019. She has five years of industry experience, including prior service in the United States Coast Guard. French serves as secretary for 100 Women of Clatsop County, a local organization that supports nonprofits through pooled donations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without asset management or implementation services.
Jamey H
Series 66
Astoria, OR
Raymond James Financial
Jamey Hendricks is a financial advisor with Raymond James Financial in Astoria, OR, holding a Series 66 designation and 24 years of industry experience. He previously worked at Darreld Hutchins, CFP Wealth Management for seven years and has been with Raymond James Financial Services Advisors, Inc. since 2014. In addition to his advisory role, he owns Fiscal Fitness by Jamey Rae, a financial planning and investment advice business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by a broad affiliate network and a range of implementation options.
Lisa W
Series 66
Astoria, OR
Wells Fargo Clearing
Lisa Wise is a financial advisor with Wells Fargo Clearing in Hillsboro, OR. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Adam M
Series 66
Astoria, OR
Edward Jones
Adam Miller is a Series 66-credentialed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.
Mark H
Series 63, Series 65
Astoria, OR
Raymond James Financial
Mark Hedeen is a financial advisor with Raymond James Financial Services, Inc. in Astoria, OR, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Raymond James since 1991 and has served as a Power of Attorney since 2013. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support through a broad network of affiliated services.
Constance W
Series 66
Astoria, OR
Thrivent Investment Management
Constance Waisanen is a financial advisor with Thrivent Investment Management in Astoria, OR, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of her advisory role, she is an artist who sells her work through galleries and exhibitions and is active in several local nonprofit organizations, including serving as a board member for a Lutheran hospital and vice president of a philanthropic women’s group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without discretionary trading authority. The firm combines goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.
Rebecca J
CFP®, Series 66
Long Beach, WA
Edward Jones
Rebecca Jones Will is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones. She has worked at Edward Jones since 2018 and previously held roles at Uber Industries and the Beaverton School District. Outside of her advisory work, she co-owns a commercial fishing business and a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory solutions, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.
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8 advisors near 98631
Out of 400,000+ nationwide