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Distance Metro area (25 miles)
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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 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.
Joseph Spurgeon (CRD# 4322269) is an Investment Advisor Representative working at Lpl Financial LLC in Central Point, OR and has over 19 years of experience in the finance industry.
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...
Perry Stannard (CRD# 4463483) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 22 years of experience in the finance industry.
Brenda Stein (CRD# 6254128) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 10 years of experience in the finance industry. Brenda Stein 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.
Douglas Stone (CRD# 2743033) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 27 years of experience in the finance industry.
Richard Todd (CRD# 5346342) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 16 years of experience in the finance industry.
Rory Tosh (CRD# 6833078) is an Investment Advisor Representative working at Avantax Advisory Services in Me, OR and has over 6 years of experience in the finance industry.
Elena Voin (CRD# 2712353) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 28 years of experience in the finance industry.
Donald Watson (CRD# 3110609) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 25 years of experience in the finance industry.