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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
Patrick Culligan (CRD# 1053785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hillsboro, OR and has over 40 years of experience in the finance industry.
Tracy Aalvik (CRD# 2881176) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, WA and has over 25 years of experience in the finance industry.
Stephen Aaron (CRD# 2279233) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beaverton, OR and has over 31 years of experience in the finance industry.
Kailie Abascal (CRD# 6758430) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has 1 year of experience in the finance industry. Kailie Abascal 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.
Brent Abney (CRD# 4422816) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gresham, OR and has over 22 years of experience in the finance industry.
Kendall Acheson (CRD# 5363756) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 15 years of experience in the finance industry. Kendall Acheson 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.
Daniel Adams (CRD# 4214442) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vancouver, WA and has over 23 years of experience in the finance industry.
Scott Adler (CRD# 3141860) is an Investment Advisor Representative working at Range Financial Group, LLC in Tigard, OR and has over 25 years of experience in the finance industry.
Roxana Ahmadifard (CRD# 6849056) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Portland, OR and has over 6 years of experience in the finance industry.
Marc Aigner (CRD# 4102925) is an Investment Advisor Representative working at Avantax Advisory Services in Portland, OR and has over 24 years of experience in the finance industry.