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Distance Only West Linn, 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
Christian Garcia (CRD# 7753687) is an Investment Advisor Representative working at Edward Jones in West Linn, OR and has 1 year of experience in the finance industry.
Chelsea McGraw (CRD# 6280206) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Linn, OR and has over 6 years of experience in the finance industry.
Gabriela Moran (CRD# 6978300) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Linn, OR and has over 5 years of experience in the finance industry.
Samuel Scarpone (CRD# 6821414) is an Investment Advisor Representative working at Concorde Asset Management, LLC in West Linn, OR and has over 6 years of experience in the finance industry.
Lexi Stangel (CRD# 6361879) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Linn, OR and has 1 year of experience in the finance industry.
Louis Taylor (CRD# 3059966) is an Investment Advisor Representative working at Twm Wealth Management Corp in West Linn, OR and has over 25 years of experience in the finance industry.
Kristi Van Vleck (CRD# 4482120) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Linn, OR and has over 22 years of experience in the finance industry.
Russel Williams (CRD# 5638897) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Linn, OR and has over 15 years of experience in the finance industry.
Joshua W. Tschirgi (CRD# 5954263) is an Investment Advisor Representative and Broker working at ClientOne Securities and has over 6 years of experience in the finance industry. Joshua Tschirgi 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 putclients' interests first and comply with the Financial Planning Practice Standards.