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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
Theodore Haley (CRD# 5391333) is an Investment Advisor Representative working at Commonwealth Financial Network in Beaverton, OR and has over 15 years of experience in the finance industry. Theodore Haley 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.
Christopher Hatfield (CRD# 5733146) is an Investment Advisor Representative working at Defined Wealth Management, LLC in Beaverton, OR and has over 14 years of experience in the finance industry. Christopher Hatfield 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.
Kyle Hoelzle (CRD# 6501467) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Beaverton, OR and has over 8 years of experience in the finance industry.
Andrew Jamison (CRD# 3254336) is an Investment Advisor Representative working at Main Avenue Financial Services, LLC in Beaverton, OR and has over 24 years of experience in the finance industry. Andrew Jamison 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.
Guerllamo Jimenez (CRD# 3153718) is an Investment Advisor Representative working at Optimum Capital Strategies in Beaverton, OR and has over 24 years of experience in the finance industry.
Lance Johnson (CRD# 2244093) is an Investment Advisor Representative working at Roi Financial in Beaverton, OR and has over 31 years of experience in the finance industry.
Ali Kavianian (CRD# 5507310) is an Investment Advisor Representative working at Churchill Management Group in Beaverton, OR and has over 15 years of experience in the finance industry. Ali Kavianian 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.
Michael Keeton (CRD# 1409084) is an Investment Advisor Representative working at Grange Capital, LLC in Beaverton, OR and has over 38 years of experience in the finance industry.
Peggy Kessinger (CRD# 5481535) is an Investment Advisor Representative working at The Mather Group, LLC in Beaverton, OR and has over 16 years of experience in the finance industry. Peggy Kessinger 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.
Herbert Kim (CRD# 4480433) is an Investment Advisor Representative working at Cascadia Financial Planner LLC in Beaverton, OR and has over 22 years of experience in the finance industry. Herbert Kim 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.