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27 advisors near
98837
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Garr W
Series 63, Series 65, Series 66
Ephrata, WA
LPL Financial
Garr Webb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been affiliated with LPL Financial since 2009. Outside of his advisory role, he operates Webb Accountancy Corp., a full-service accounting firm established in 1976, and is a partner in a motel business and a commercial real estate investment. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and various wealth management solutions.
Tyler C
Series 66
Moses Lake, WA
Edward Jones
Tyler Crump is a financial advisor at Edward Jones in Moses Lake, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in environmental services and education, including roles at Aptive Environmental, GreenLeaf Pest Control, and Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutional investors, and charitable organizations. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
Jeremy I
Series 66
Ephrata, WA
Edward Jones
Jeremy Iverson is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent twelve years at Big Bend Community College. Iverson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Troy P
Series 63, Series 66
Ephrata, WA
LPL Financial
Troy Pugh is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he manages MeritBadgeKnot.com, a website that tracks Boy Scouts of America achievements and offers commemorative patches for these milestones. LPL Financial is a nationwide investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Gina J
Series 66
Moses Lake, WA
Edward Jones
Gina Johnson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she spent 17 years with MLSD 161. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.
Samuel R
Series 66
Moses Lake, WA
LPL Financial
Samuel Rathbone is a financial advisor with LPL Financial who holds the Series 66 designation and has four years of industry experience. He has been affiliated with LPL Financial, Integrity Wealth Advisors, and Financial Advocates Investment Management since 2021. Rathbone also provides administrative support to Financial Advocates Investment Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from various sources.
Bonnie H
Series 63, Series 65, Series 66
Ephrata, WA
Edward Jones
Bonnie Helvey is a financial advisor with Edward Jones in Ephrata, WA. She holds Series 63, 65, and 66 licenses and has 33 years of industry experience, including 27 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, affiliated mutual funds, and additional services such as tax-efficient overlay and proxy voting under a fiduciary standard.
Michael H
Series 66
Moses Lake, WA
LPL Financial
Michael Homer is a financial advisor with LPL Financial based in Moses Lake, WA, holding the Series 66 designation and possessing 23 years of industry experience. He has worked with Financial Advocates Investment Management since 2017 and maintains involvement with his business entity, FIVE27, Inc., which serves tax and investment purposes. Homer also serves on the board of the Moses Lake Community Health Center, a local nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.
Tiffany V
Series 66, Series 63
Moses Lake, WA
Edward Jones
Tiffany Vehrs is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked at Edward Jones during two periods totaling eight years and has been involved in educational roles with the Moses Lake School District. Outside of finance, she serves as president of the Columbia Basin Girls Softball Association and handles payroll and marketing activities for Vehrs Construction Co., LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and proprietary investment products supported by a large network of financial advisors and branch offices.
Jessica W
Series 66
Moses Lake, WA
Edward Jones
Jessica Worley is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Prior to her advisory role, she has experience with the Moses Lake School District and Basin Feed & Supply. Outside of finance, she is involved with the FAA Coffee House. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.
Cyril B
Series 66
Moses Lake, WA
Equitable Advisors
Cyril Bahadoor is a financial advisor with Equitable Advisors in Moses Lake, WA, holding a Series 66 designation and two years of industry experience. His prior work includes positions outside the financial industry, such as roles at Northwest Woodworks Inc. and Legends Hospitality, as well as several positions associated with Central Washington University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, offering both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.
Shane H
Series 66
Moses Lake, WA
Edward Jones
Shane Hoff Williams is a financial advisor with Edward Jones in Moses Lake, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he manages a vacation rental property in Rockaway Beach, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and advisory services. The firm has approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide.
Everett A
Series 66
Moses Lake, WA
Edward Jones
Everett Ashley is a financial advisor at Edward Jones in Moses Lake, WA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Washington Trust Bank, Northwestern Mutual, and Eastern Washington University, as well as involvement with Blue Rouge Garden & Nursery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and a notable nationwide network of financial advisors and branch offices.
Matthew M
Series 66
Moses Lake, WA
LPL Financial
Matthew Minter is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 designation and 14 years of industry experience. He has worked at Gesa Credit Union and LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.
Kameron H
Series 66
Moses Lake, WA
Edward Jones
Kameron Hoff Williams is a financial advisor at Edward Jones in Yakima, WA, holding a Series 66 designation with two years of industry experience. He previously worked at Primerica Financial Services and has a background that includes roles outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
Aaron N
Series 66
Moses Lake, WA
Edward Jones
Aaron Norton is a financial advisor with Edward Jones in Moses Lake, Washington, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he served for ten years as a sergeant with the Washington State Patrol, where he was responsible for the general supervision of troopers. Edward Jones is a full-service wealth management firm serving a broad client base of individual and institutional investors, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.
Timothy J
Series 63, Series 66
Moses Lake, WA
Edward Jones
Timothy Johnson is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he manages a commercial property business. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of advisors and offices.
Emma I
Series 66
Ephrata, WA
Edward Jones
Emma Isaak is a financial advisor at Edward Jones in Ephrata, WA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Northwestern Mutual, Gonzaga University, and Digital Factory Inc. Isaak is a partner in a general partnership, Isaak Brothers, connected to her husband's primary business but without active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a large nationwide advisor and branch network.
Mark S
Series 66
Ephrata, WA
LPL Financial
Mark Sieverkropp is a financial advisor with LPL Financial, holding a Series 66 designation. He has diverse business experience including roles at RAP Distributing, LLC, Consolidated Electrical Distributors, and ownership of ML Sieverkropp Enterprises, Inc. and Sieverkropp Enterprises, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by comprehensive research and model portfolios.
Robert L
Series 63, Series 66
Ephrata, WA
Edward Jones
Robert Lybbert is a financial advisor with Edward Jones in Ephrata, WA, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2001. 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 and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Cooper C
Series 66
Moses Lake, WA
LPL Financial
Cooper Correia is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His background includes roles in education at Central Washington University and Big Bend Community College, as well as work in agriculture and turf management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with access to model portfolios, research, and various investment management strategies.
Jason R
Series 63, Series 66
Ephrata, WA
Edward Jones
Jason Robinson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2025, he worked at Key Investment Services LLC, KeyBank NA, Alto Financial Group, and Primerica. 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 under management and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Roger P
Series 63, Series 66
Ephrata, WA
LPL Financial
Roger Pugh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates a home-based photography business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Justin A
CFP®, Series 66
Moses Lake, WA
Edward Jones
Justin Ashley is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He owns a retail nursery business, Blue Rouge Garden & Nursery, and is a partner in Burls and Botanicals LLC, a pass-through entity holding property for tax purposes, both based in Moses Lake, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients and manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.
Jeffery S
Series 66
Ephrata, WA
J.P. Morgan Securities
Jeffery Sawyer is a Series 66-registered advisor with J.P. Morgan Securities, based in Ephrata, WA, and has 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and accesses a broad range of products, including security-based swaps and futures.
James S
Series 66
Moses Lake, WA
Edward Jones
James Shank is a financial advisor at Edward Jones in Moses Lake, WA, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for 18 years with the Moses Lake School District. Outside of finance, he serves as a sports official in his local community. 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 and investment strategies, supported by a large national network of financial advisors and offices.
Roger H
ChFC®, Series 63, Series 66
Moses Lake, WA
Edward Jones
Roger Hochstetler is a financial advisor at Edward Jones in Moses Lake, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 17 years of experience in the industry and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 advisors and 15,121 branches nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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Finding advisors...
27 advisors near
98837
within the area shown on the map
Out of 400,000+ nationwide