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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
David McKinley (CRD# 4207905) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clackamas, OR and has over 23 years of experience in the finance industry.
Ashley Micciche (CRD# 5418564) is an Investment Advisor Representative working at True North Retirement Advisors, LLC in Clackamas, OR and has over 16 years of experience in the finance industry.
Douglas Micciche (CRD# 1066437) is an Investment Advisor Representative working at True North Retirement Advisors, LLC in Clackamas, OR and has over 41 years of experience in the finance industry. Douglas Micciche 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.
Todd Micciche (CRD# 4740375) is an Investment Advisor Representative working at True North Retirement Advisors, LLC in Clackamas, OR and has over 18 years of experience in the finance industry.
James Miller (CRD# 4322785) is an Investment Advisor Representative working at Cutter & Company, Inc. in Clackamas, OR and has over 23 years of experience in the finance industry.
Tyler Nagel (CRD# 2809731) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Clackamas, OR and has over 27 years of experience in the finance industry.
Joel Ogard (CRD# 6578302) is an Investment Advisor Representative working at Ogard Wealth Management, LLC in Clackamas, OR and has over 10 years of experience in the finance industry.
Jeffrey Owens (CRD# 869642) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clackamas, OR and has over 37 years of experience in the finance industry.
Jonathan Owens (CRD# 5595340) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clackamas, OR and has over 15 years of experience in the finance industry. Jonathan Owens 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.
Shannon Paulsen (CRD# 4061967) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 23 years of experience in the finance industry.