-
Distance Only West Linn, OR
-
COMPENSATION Either
-
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
Mackenzie Martin (CRD# 5229177) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Linn, OR and has over 17 years of experience in the finance industry.
Scott McDonald (CRD# 3174590) is an Investment Advisor Representative working at Lpl Financial LLC in West Linn, OR and has over 25 years of experience in the finance industry. Scott McDonald 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.
Jack Meligan (CRD# 722333) is an Investment Advisor Representative working at Settlement Capital Advisors in West Linn, OR and has over 17 years of experience in the finance industry.
Maximillian Morgan (CRD# 5266876) is an Investment Advisor Representative working at Investment Design Management in West Linn, OR and has over 13 years of experience in the finance industry.
David Moyne (CRD# 1214766) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Linn, OR and has over 38 years of experience in the finance industry.
Ryan Murphy (CRD# 6163513) is an Investment Advisor Representative working at Pacific Coast Investment Advisors, LLC in West Linn, OR and has over 10 years of experience in the finance industry.
Kerri Patrick (CRD# 2365726) is an Investment Advisor Representative working at Lpl Financial LLC in West Linn, OR and has over 29 years of experience in the finance industry. Kerri Patrick 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.
Bret Reiner (CRD# 5527740) is an Investment Advisor Representative working at Edward Jones in West Linn, OR and has over 15 years of experience in the finance industry.
Christopher Rice (CRD# 3197372) is an Investment Advisor Representative working at Edward Jones in West Linn, OR and has over 23 years of experience in the finance industry.
Jacob Scarminach (CRD# 6826860) is an Investment Advisor Representative working at Etesian Wealth Advisors, Inc. in West Linn, OR and has over 6 years of experience in the finance industry.