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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
Mary Ericksen (CRD# 6425213) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Bend, OR and has over 10 years of experience in the finance industry. Mary Ericksen 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.
Annie Etchegoyhen (CRD# 2786776) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bend, OR and has over 20 years of experience in the finance industry.
Daniel Evans (CRD# 2558673) is an Investment Advisor Representative working at Strategy Cap, LLC in Bend, OR and has over 19 years of experience in the finance industry.
Robert Fenili (CRD# 6394941) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Bend, OR and has over 9 years of experience in the finance industry.
Charles Ferrari (CRD# 5415877) is an Investment Advisor Representative working at Commonwealth Financial Network in Bend, OR and has over 16 years of experience in the finance industry.
Joseph Ferrin (CRD# 2127748) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 33 years of experience in the finance industry.
Robert Fincham (CRD# 1612546) is an Investment Advisor Representative working at Eagle Strategies LLC in Bend, OR and has over 34 years of experience in the finance industry.
Joel Fishman (CRD# 5852876) is an Investment Advisor Representative working at Ritholtz Wealth Management in Bend, OR and has over 13 years of experience in the finance industry.
Brian Fleck (CRD# 2289137) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bend, OR and has over 31 years of experience in the finance industry.
James S Fleck (CRD# 1035159) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bend, OR and has over 41 years of experience in the finance industry.