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Distance Only Beaverton, 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
Kristy Motta (CRD# 2450470) is an Investment Advisor Representative working at Consolidated Financial Management Corp. in Beaverton, OR and has over 28 years of experience in the finance industry. Kristy Motta 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.
David Nanson (CRD# 3035581) is an Investment Advisor Representative working at Nbc Capital Advisors in Beaverton, OR and has over 26 years of experience in the finance industry.
Alan Nelson (CRD# 4485576) is an Investment Advisor Representative working at Sterling Investment Management, Inc. in Beaverton, OR and has 1 year of experience in the finance industry. Alan Nelson 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.
Traci Nelson (CRD# 5671040) is an Investment Advisor Representative working at Commonwealth Financial Network in Beaverton, OR and has over 8 years of experience in the finance industry. Traci Nelson 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.
Andrew Norris (CRD# 5958468) is an Investment Advisor Representative working at Lpl Financial LLC in Beaverton, OR and has over 12 years of experience in the finance industry. Andrew Norris 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.
Rocky Norris (CRD# 1251695) is an Investment Advisor Representative working at Lpl Financial LLC in Beaverton, OR and has over 40 years of experience in the finance industry.
Erica Nortman (CRD# 5492685) is an Investment Advisor Representative working at Capitol Family Office, Inc. in Beaverton, OR and has over 15 years of experience in the finance industry.
Mark Nortman (CRD# 4514959) is an Investment Advisor Representative working at Capitol Family Office, Inc. in Beaverton, OR and has over 21 years of experience in the finance industry.
Grace Ong (CRD# 6076225) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Beaverton, OR and has over 11 years of experience in the finance industry.
Joseph Opsahl (CRD# 1257252) is an Investment Advisor Representative working at Defined Wealth Management, LLC in Beaverton, OR and has over 40 years of experience in the finance industry.