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Distance Only Clackamas, OR
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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
Stephanie Hammond (CRD# 2405827) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 6 years of experience in the finance industry.
Allen Herman (CRD# 2405076) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 30 years of experience in the finance industry.
Keith Holmgren (CRD# 1653641) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clackamas, OR and has over 6 years of experience in the finance industry.
Nicholas Hymel (CRD# 5873644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clackamas, OR and has over 12 years of experience in the finance industry.
Lance Iverson (CRD# 2068161) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 32 years of experience in the finance industry.
Lisa Kachel (CRD# 6282416) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Clackamas, OR and has over 8 years of experience in the finance industry.
Anthony Lishka (CRD# 5767664) is an Investment Advisor Representative working at Crown Capital Securities, LP in Clackamas, OR and has over 13 years of experience in the finance industry.
Randal Lishka (CRD# 1600114) is an Investment Advisor Representative working at Crown Capital Securities, LP in Clackamas, OR and has over 37 years of experience in the finance industry. Randal Lishka 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.
SecondHalf Planning & Investment is a Portland, Oregon fee-only retirement planning and investment management firm. Our focus is helping you successfully navigate your retirement transition and make the most of your life's second half.
If you're within 5 years of retirement or recently retired, I can help you:
- Create a financial Roadmap for Retirement that harmonizes the life you want with your financial resources,
- Explore through Retirement Coaching the non-financial factors and life issues that are just as important as the money, and
- Manage and protect your wealth, freeing you from the...
Kenneth McClintock (CRD# 4517551) is an Investment Advisor Representative working at Edward Jones in Clackamas, OR and has over 21 years of experience in the finance industry.