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645 advisors near
98204
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Out of 400,000+ nationwide
Heather H
Series 66
Lake Stevens, WA
Edward Jones
Heather Hughey is a financial advisor at Edward Jones in Lake Stevens, WA, with three years of industry experience. She holds the Series 66 designation and previously worked at SanMar Corp for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
Priscilla B
Series 66
Seattle, WA
Edward Jones
Priscilla Braden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked in retail and education roles, including positions at Home Depot and Dunlap School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Irene D
Series 65
Shoreline, WA
IJD Evergreen Financial Services LLC
Irene Dabanian is the sole advisor at IJD Evergreen Financial Services LLC, an independent firm based in Shoreline, WA. She holds a Series 65 credential and has 19 years of industry experience, having led her firm since 2003. IJD Evergreen Financial Services serves a small client base of 17 clients, providing advisory and consulting services without offering portfolio management. The firm operates through non-discretionary engagements, delivering client-specific advice rather than managing portfolios or using an assets-under-management fee model.
Robert M
CFP®, Series 63, Series 65
Everett, WA
Rainier Wealth Management LLC
Robert Martin is a CFP® professional with 32 years of experience in financial advising. He has been with Rainier Wealth Management LLC since 2012 and also maintains an affiliation with LPL Financial, LLC. Martin serves as president and chief compliance officer at Rainier Wealth Management, where he dedicates full time to providing investment advisory services. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis with various investment strategies, managing accounts on a discretionary basis and providing business-focused financial planning.
Chad H
Series 63, Series 65
Everett, WA
Rainier Wealth Management LLC
Chad Hedzik is a financial advisor at Rainier Wealth Management LLC in Everett, WA, with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rainier Wealth Management and LPL Financial since 2014. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental analysis, technical/charting, and cyclical methods across various investment strategies, with a focus on both individual and business financial planning.
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Finding advisors...
645 advisors near
98204
within the area shown on the map
Out of 400,000+ nationwide