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Distance Only Wilsonville, 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
Kasey Closs (CRD# 6698433) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilsonville, OR and has over 7 years of experience in the finance industry. Kasey Closs 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.
Fred Freimark (CRD# 2157847) is an Investment Advisor Representative working at Cpr Investments Inc. in Wilsonville, OR and has over 32 years of experience in the finance industry.
Joshua Golston (CRD# 6879737) is an Investment Advisor Representative working at Edward Jones in Wilsonville, OR and has over 6 years of experience in the finance industry.
Bryce Griffith (CRD# 3091943) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilsonville, OR and has over 15 years of experience in the finance industry.
Richard Jones (CRD# 5226711) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilsonville, OR and has over 15 years of experience in the finance industry.
Brian Keswick (CRD# 2891172) is an Investment Advisor Representative working at On Investment Management Co in Wilsonville, OR and has over 25 years of experience in the finance industry.
Craig Nelson (CRD# 5338590) is an Investment Advisor Representative working at Red Sky Financial Planning, LLC in Wilsonville, OR and has over 16 years of experience in the finance industry.
Nathan Oeming (CRD# 4744418) is an Investment Advisor Representative working at Nw Advisory in Wilsonville, OR and has over 20 years of experience in the finance industry.
Jay Puppo (CRD# 4222326) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wilsonville, OR and has over 23 years of experience in the finance industry.
Ian Rice (CRD# 5737241) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilsonville, OR and has over 14 years of experience in the finance industry. Ian Rice 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.