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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
Randy Miller (CRD# 1715852) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 31 years of experience in the finance industry.
John Morgan (CRD# 5914022) is an Investment Advisor Representative working at Edward Jones in Bend, OR and has over 12 years of experience in the finance industry.
Matt Mormino, CFP® (CRD# 5962359) is a Lead Advisor at Brighton Jones. At Brighton Jones, a deeply personal, individualized approach is at the heart of everything we do. We work hard to understand what’s most important to you – both personally and professionally – then use our expertise to help you achieve it.
We focus on building partnerships that thrive on transparency, accountability, and collaboration. Whatever circumstances currently define your life – a pending marriage, a new baby, an employment opportunity, goals for retirement – you’ll work with a dedicated team committed to advancing...
William Morris (CRD# 2459142) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 29 years of experience in the finance industry.
Scott Nicol (CRD# 812856) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bend, OR and has over 38 years of experience in the finance industry.
Austin Ouderkirk (CRD# 6615945) is an Investment Advisor Representative working at Edward Jones in Bend, OR and has over 8 years of experience in the finance industry.
Jacob Paltzer (CRD# 4024199) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 23 years of experience in the finance industry.
William Parker (CRD# 2203617) is an Investment Advisor Representative working at Wychick Investment Advisors, Inc. in Bend, OR and has over 32 years of experience in the finance industry.
Maro Paz (CRD# 2951877) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bend, OR and has over 26 years of experience in the finance industry.
Jared Pearson (CRD# 4549349) is an Investment Advisor Representative working at Strategy Cap, LLC in Bend, OR and has over 21 years of experience in the finance industry.