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Distance Only Bend, OR
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Amber Billeter (CRD# 6459571) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bend, OR and has over 7 years of experience in the finance industry. Amber Billeter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Bird (CRD# 6797203) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 6 years of experience in the finance industry. Michael Bird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Blackwell (CRD# 4286124) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 23 years of experience in the finance industry.
Bradley Boeck (CRD# 4537399) is an Investment Advisor Representative working at Syndicated Capital, Inc. in Bend, OR and has over 21 years of experience in the finance industry.
Zachery Boskovich (CRD# 6321500) is an Investment Advisor Representative working at Ascent Capital in Bend, OR and has over 9 years of experience in the finance industry. Zachery Boskovich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Boss (CRD# 4148753) is an Investment Advisor Representative working at Arbor Point Advisors in Bend, OR and has over 24 years of experience in the finance industry. James Boss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffery Briggs (CRD# 2294035) is an Investment Advisor Representative working at Arbor Point Advisors in Bend, OR and has over 31 years of experience in the finance industry. Jeffery Briggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mary Brooks (CRD# 1247072) is an Investment Advisor Representative working at Invera Wealth Advisors LLC in Bend, OR and has over 39 years of experience in the finance industry. Mary Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Youri Bujko (CRD# 2379478) is an Investment Advisor Representative working at Thalassa Capital LLC in Bend, OR and has over 30 years of experience in the finance industry.
Marc Cabanilla (CRD# 6637512) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 7 years of experience in the finance industry.