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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
Richard Pogue (CRD# 4377368) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 22 years of experience in the finance industry.
Jessica Porter (CRD# 6336141) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clackamas, OR and has over 9 years of experience in the finance industry.
Miyoko Segawa (CRD# 4550388) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 13 years of experience in the finance industry. Miyoko Segawa 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.
Gretchen Stangier (CRD# 3022236) is an Investment Advisor Representative working at Stangier Wealth Management in Clackamas, OR and has over 25 years of experience in the finance industry. Gretchen Stangier 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.
Alice Tang (CRD# 3219568) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clackamas, OR and has over 24 years of experience in the finance industry.
Anshu Thakur (CRD# 5094665) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clackamas, OR and has over 17 years of experience in the finance industry.
Rachel Wakefield (CRD# 2159763) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 31 years of experience in the finance industry.
Valerie Wakefield (CRD# 6733356) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 7 years of experience in the finance industry.
Deborah Weller (CRD# 1280240) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Clackamas, OR and has over 37 years of experience in the finance industry.
Robert Wheeler (CRD# 2510064) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 29 years of experience in the finance industry. Robert Wheeler 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.