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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
Taylor Greenleaf (CRD# 4110252) is an Investment Advisor Representative working at Choreo, LLC in Ashland, OR and has over 24 years of experience in the finance industry.
Shellie Greer (CRD# 1224257) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Medford, OR and has over 27 years of experience in the finance industry.
Stephen Gressett (CRD# 3140619) is an Investment Advisor Representative working at Commonwealth Financial Network in Medford, OR and has over 25 years of experience in the finance industry.
Brian Griffith (CRD# 1299530) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Medford, OR and has over 27 years of experience in the finance industry. Brian Griffith 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.
Kenneth Guerra (CRD# 1337062) is an Investment Advisor Representative working at Independent Financial Group, LLC in Grants Pass, OR and has over 39 years of experience in the finance industry.
Jacqueline Halcomb (CRD# 4626896) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 17 years of experience in the finance industry.
Michael Hansen (CRD# 5922757) is an Investment Advisor Representative working at True Purpose Advisors, LLC in Ashland, OR and has over 12 years of experience in the finance industry.
James Harrington (CRD# 841983) is an Investment Advisor Representative working at Edward Jones in Ashland, OR and has over 42 years of experience in the finance industry.
Michael Harris (CRD# 2225187) is an Investment Advisor Representative working at Blue Rock Financial Services in Medford, OR and has over 32 years of experience in the finance industry. Michael Harris 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.
Paul Hart (CRD# 1959713) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 34 years of experience in the finance industry.