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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
Ian Bachtel (CRD# 5526985) is an Investment Advisor Representative working at Potomac Fund Management in Medford, OR and has over 15 years of experience in the finance industry.
Gregory Bassett (CRD# 5798731) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 13 years of experience in the finance industry.
Terall Blalock (CRD# 2088638) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Grants Pass, OR and has over 33 years of experience in the finance industry.
Benjamin Brainard (CRD# 4274774) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 23 years of experience in the finance industry.
Jacob Brown (CRD# 6591485) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Medford, OR and has over 7 years of experience in the finance industry.
Jason Burley (CRD# 5604648) is an Investment Advisor Representative working at Purpose First Financial, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry. Jason Burley 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.
Scott Bybee (CRD# 2723518) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Medford, OR and has over 27 years of experience in the finance industry.
Paul Caswell (CRD# 4902845) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, OR and has over 19 years of experience in the finance industry. Paul Caswell 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.
Mark Chirgwin (CRD# 2547098) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 29 years of experience in the finance industry.
Zane Christian (CRD# 5798572) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 13 years of experience in the finance industry.