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3 advisors near 99344
Out of 400,000+ nationwide
Tony A
Series 63, Series 65
Othello, WA
Strategic Financial Concepts, llc
Tony Ashton is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Century Planning, Inc., Generational Planning Strategies, LLC, Capital Financial Services, Inc., and AFG Brokerage, LLC. Outside of advisory work, he is involved with Ashton Financial, LLC, an insurance business based in Othello, WA. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs discretionary portfolio management with fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.
Shawn L
Series 63, Series 65
Othello, WA
GWN Securities Inc.
Shawn Logan is a financial advisor at GWN Securities Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2013. Prior to this, he owned and managed Shawn R. Logan Insurance for 37 years. Logan also serves as the mayor of Othello, Washington, and chairs the Adams County Development Council, an economic development organization. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, using a range of investment strategies including legacy market-timing and momentum-based approaches.
Stephen A
CFP®, Series 63
Othello, WA
LPL Financial
Stephen Ashton is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. His prior roles include positions at Generational Planning Strategies and Capital Financial Services, Inc. He is also involved in an insurance agency business, AFG Brokerage LLC, based in Othello, WA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and annuities.
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3 advisors near 99344
Out of 400,000+ nationwide