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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
Ashley Colvin (CRD# 5386097) is an Investment Advisor Representative working at Nbc Capital Advisors in Beaverton, OR and has over 15 years of experience in the finance industry.
Matthew Conti (CRD# 3004214) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 26 years of experience in the finance industry.
Adam Cornwell (CRD# 5205151) is an Investment Advisor Representative working at North Ridge in Beaverton, OR and has over 17 years of experience in the finance industry. Adam Cornwell 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.
Robert Dehaan (CRD# 1707302) is an Investment Advisor Representative working at Skyline Asset Management Company in Beaverton, OR and has over 36 years of experience in the finance industry.
Alix Demartino (CRD# 6106527) is an Investment Advisor Representative working at Defined Wealth Management, LLC in Beaverton, OR and has over 11 years of experience in the finance industry. Alix Demartino 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.
Jody Duncan (CRD# 2910327) is an Investment Advisor Representative working at Insight Advisors Nw, LLC in Beaverton, OR and has over 26 years of experience in the finance industry. Jody Duncan 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.
Timothy Ellis (CRD# 200480) is an Investment Advisor Representative working at Skyline Asset Management Company in Beaverton, OR and has over 28 years of experience in the finance industry.
David Erlandson (CRD# 1431090) is an Investment Advisor Representative working at Erlandson Wealth Management in Beaverton, OR and has over 30 years of experience in the finance industry. David Erlandson 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.
Colton Etherton (CRD# 6528704) is an Investment Advisor Representative working at Out Of The Office Planning in Beaverton, OR and has over 8 years of experience in the finance industry. Colton Etherton 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 Evans (CRD# 6126305) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has over 11 years of experience in the finance industry.