-
Distance Only Clackamas, OR
-
COMPENSATION Either
-
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
Daniel Bartosz (CRD# 4475499) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clackamas, OR and has over 22 years of experience in the finance industry.
Ryan Belding (CRD# 4808537) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 19 years of experience in the finance industry.
Thomas Berry (CRD# 1313431) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 38 years of experience in the finance industry.
Tina Brannan (CRD# 2380880) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 30 years of experience in the finance industry. Tina Brannan 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.
Randolph Byrd (CRD# 1110231) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 38 years of experience in the finance industry.
Aaron Christopherson (CRD# 5289850) is an Investment Advisor Representative working at Security First Advisors in Clackamas, OR and has over 11 years of experience in the finance industry. Aaron Christopherson 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.
Kimberly Cimmiyotti (CRD# 4564778) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 9 years of experience in the finance industry.
Karen Day (CRD# 2559976) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Clackamas, OR and has over 29 years of experience in the finance industry. Karen Day 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.
Timothy Good (CRD# 1773028) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 33 years of experience in the finance industry.
Samuel Gullette (CRD# 4294442) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clackamas, OR and has over 23 years of experience in the finance industry. Samuel Gullette 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.