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Distance Only Medford, 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
David Preszler (CRD# 4992341) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 18 years of experience in the finance industry. David Preszler 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.
Ava Reed (CRD# 6342655) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 9 years of experience in the finance industry.
Tracy Richards (CRD# 6041222) is an Investment Advisor Representative working at Fidelis Im in Medford, OR and has over 12 years of experience in the finance industry.
Tracy Ronningen (CRD# 705560) is an Investment Advisor Representative working at Skyoak Wealth in Medford, OR and has over 29 years of experience in the finance industry.
Nancy Sash (CRD# 3207922) is an Investment Advisor Representative working at Avantax Advisory Services in Medford, OR and has over 25 years of experience in the finance industry. Nancy Sash 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.
David Sayler (CRD# 5238196) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Medford, OR and has over 17 years of experience in the finance industry.
Dennis Silva (CRD# 4249892) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 23 years of experience in the finance industry.
Michal Slate (CRD# 5077332) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 18 years of experience in the finance industry. Michal Slate 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.
David Smith (CRD# 1370586) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medford, OR and has over 38 years of experience in the finance industry. David Smith 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.
Royal Standley has built a practice dedicated to integrity and service through his commitment to placing client's needs first. His most important duty as an advisor is educating and helping clients achieve the goals they have set for themselves through comprehensive planning - and prudent investment choices.
Royal began his career in 2001 as a commodity broker where he learned the ins and outs of how the markets function and developed an understanding of how to balance risk and reward. Royal joined Oregon Pacific Financial Advisors in 2006 as a financial planner dedicated to helping his clients...