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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
William Clary (CRD# 2300201) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 31 years of experience in the finance industry. William Clary 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.
Laura Cogdell (CRD# 4985850) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Medford, OR and has over 16 years of experience in the finance industry.
Lawrence Cogdell (CRD# 803071) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Medford, OR and has over 30 years of experience in the finance industry. Lawrence Cogdell 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.
Marc Cooper (CRD# 6863406) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Medford, OR and has over 6 years of experience in the finance industry.
Susan Davis (CRD# 5358635) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jacksonville, OR and has over 16 years of experience in the finance industry.
Christopher Debeikes (CRD# 5924861) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medford, OR and has over 12 years of experience in the finance industry.
Mark Degner (CRD# 2364726) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Medford, OR and has over 30 years of experience in the finance industry.
Keegan Denn (CRD# 5783555) is an Investment Advisor Representative working at Fidelis Im in Medford, OR and has over 17 years of experience in the finance industry. Keegan Denn 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.
Angela Dillon (CRD# 4198517) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 18 years of experience in the finance industry.
Amanda Dodson (CRD# 5445911) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 13 years of experience in the finance industry.