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Advisors near 98541
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Allen R
Series 63, Series 66
Mccleary, WA
Ameritas Advisory Services, LLC
Allen Robbins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameritas Investment Company, LLC since 2000 and joined Ameritas Advisory Services in 2021. Robbins also serves as a budget manager for the Washington State Department of Ecology, a role he has held since 1987. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a combination of model portfolios, third-party sub-advisers, and custom strategies.
Layne B
Series 66
Montesano, WA
OSAIC
Layne Bruner is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Royal Alliance Associates, INC. Outside the investment industry, he has worked in insurance sales and service through a sole proprietorship. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of advisors.
Julie R
Series 66
Montesano, WA
Edward Jones
Jason O
Series 63, Series 66
Elma, WA
Edward Jones
Jennifer C
CFP®, ChFC®, Series 63, Series 65
Montesano, WA
Ameriprise
Jennifer Carmer Hall is a financial advisor at Ameriprise with 35 years of industry experience. She holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Hall has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.
Deatra H
Series 63, Series 66
Mccleary, WA
LPL Financial
Deatra Harrington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she is involved in selling fixed insurance and long-term care insurance as part of her financial planning services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Mark M
Series 63, Series 65
Elma, WA
LPL Financial
Mark Mager is a financial advisor with LPL Financial in Shelton, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with LPL Financial since 2004. He serves as a board member for Our Community Credit Union in Shelton, WA. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.
Brandon K
Series 66
Montesano, WA
Edward Jones
Kristen R
Series 66
Elma, WA
Edward Jones
Steven P
CFP®, Series 63, Series 65
Montesano, WA
Edward Jones
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Advisors near 98541
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