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642 advisors near
99205
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Out of 400,000+ nationwide
Michelle D
Series 63, Series 65
Spokane Valley, WA
LPL Financial
Michelle Demand is a financial advisor with LPL Financial in Spokane Valley, WA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. She previously worked at Cetera Wealth Services, LLC for 15 years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.
Ryan G
Series 63, Series 65
Spokane Valley, WA
Cetera
Ryan Graczyk is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He is the owner of Core Financial Group, where he provides investment and insurance services. His career includes roles at MSI Financial Services, Commonwealth Financial Network, and Cetera Advisors LLC. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and retirement services, featuring multiple program structures and access to third-party managers.
Michael O
Series 63, Series 65
Spokane Valley, WA
Cetera
Michael Otis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Outside of his advisory work, he serves as a board member for a nonprofit organization and is involved in ice skating as an instructor and judge. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.
Phillip F
Series 63, Series 66
Nine Mile Falls, WA
Raymond James Financial
Phillip Faubert is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining Raymond James in 2026. Faubert is also the founder and president of Pacific Wealth Partners, a support company incorporated as an S-Corp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.
Brenton H
Series 66
Spokane, WA
LPL Financial
Brenton Harting is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Spokane Teachers Credit Union, CUSO Financial Services, and Numerica Credit Union, and spent seven years at Union Pacific Railroad. Outside of advising, he owns Garden Spot Self Storage in Loon Lake, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Christopher L
Series 66
Spokane, WA
RBC Capital Markets
Christopher Liermann is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining RBC in 2024. He serves as President of the Board of Directors for Children's Village, a nonprofit organization in Coeur d'Alene, ID. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations through multiple advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client profiles and leverages both internal and third-party resources, with access to alternative investments and integrated lending solutions.
Lani M
Series 66
Spokane, WA
Thrivent Investment Management
Lani Mc Quilkin is a Series 66 credentialed financial advisor with Thrivent Investment Management in Spokane, WA. She joined Thrivent and its affiliated entities in 2026, having previously worked in various roles including positions at Washington County and Deschutes County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic planning across a wide range of financial topics while keeping planning and managed-account services separate.
Bryce A
Series 66
Spokane, WA
Edward Jones
Bryce Aguilar is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he was involved with Run PNW LLC and served in various educational roles, including at Spokane Falls Community College and the College Success Foundation. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals and institutions, with over $1 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard.
Michael J
Series 63, Series 66
Spokane, WA
STIFEL
Michael Jeremiah is a financial advisor at Stifel with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2021. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Margaret S
Series 66
Spokane, WA
Raymond James Financial
Margaret Starry is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously held roles at Spark Central, WSU Elson S. Floyd College of Medicine, and other organizations. Starry also operates Starry Financial Group, a support company based in Spokane, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a variety of advisory programs and institutional portfolio management.
William K
Series 66
Spokane, WA
LPL Financial
William Kuharski is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at CITY NATIONAL BANK, RBC Capital Markets, LLC, and Eastern Washington University. Kuharski also operates Kuharski Financial Services, a business related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.
Tyrone B
Series 63, Series 66
Spokane, WA
Raymond James Financial
Tyrone Barbery is a financial advisor with Raymond James Financial in Spokane, WA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services in 2021. Barbery is the CEO and President of two support companies, Echelon Capital Investments and Echelon Northwest Capital, where he manages firm operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and maintaining unique municipal advisor affiliations alongside specialized advisory programs.
Sean P
Series 66
Spokane, WA
Edward Jones
Sean Powell is a financial advisor at Edward Jones with 8 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Outside of his advisory role, he is an owning member of Saint Michael's Investments LLC, a property management business based in Yakima, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.
Michael S
Series 66
Spokane, WA
Raymond James Financial
Michael Starry is a financial advisor with Raymond James Financial Services, Inc. in Spokane, WA, holding a Series 66 designation and six years of industry experience. Prior to his advisory career, he worked at United Parcel Service for four years. He is also the CEO of Michael Starry Financial, LLC, an entity used to manage income from his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting based on risk profiling and analytical modeling, supporting clients through various advisory programs and specialized institutional consulting.
Cameron M
Series 63, Series 66
Spokane Valley, WA
J.P. Morgan Securities
Cameron Malcolm is a financial advisor with J.P. Morgan Securities in Spokane Valley, WA, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been affiliated with J.P. Morgan and its related entities since 2012. Outside of his advisory role, Malcolm is involved in managing resort and rental properties through ownership positions in entities including Affluent Resources and personal real estate ventures. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.
Thomas K
Series 66
Spokane, WA
Merrill
Thomas Kuuskvere is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1988. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Jenny G
Series 66
Spokane, WA
UBS Financial Services
Jenny Gordon is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with UBS Financial Services in Spokane, WA, having worked there from 2013 to 2022 and returning in 2026 after a four-year tenure at Merrill. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and models to tailor investment strategies.
Clayton M
Series 66
Spokane Valley, WA
Edward Jones
Clayton Murock is a financial advisor at Edward Jones with three years of industry experience. He has previously worked at Albertsons and a law office prior to joining Edward Jones. Clayton is a member of STRAC LLC, a family real estate entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and it operates under a fiduciary standard.
Benjamin C
Series 63, Series 66
Spokane, WA
Equitable Advisors
Benjamin Conner is a financial advisor with Equitable Advisors, holding Series 63 and 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for American Family Insurance as an agent for 14 years and was employed by Amazon from 2020 to 2022. He receives residual income from life insurance sales made during his time at American Family Insurance. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services through a large network of Investment Adviser Representatives.
Casey C
Series 66
Spokane, WA
Raymond James Financial
Casey Clabby is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2008 to 2022. He is also president of Southgate Capital Group, a support company based in Spokane, WA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and also offers specialized programs including municipal advisory and SIMPLE IRA employer consulting services.
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Finding advisors...
642 advisors near
99205
within the area shown on the map
Out of 400,000+ nationwide