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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
Kyle Abeln (CRD# 6010341) is an Investment Advisor Representative working at Edward Jones in Forest Grove, OR and has over 12 years of experience in the finance industry.
Vivian Lopez (CRD# 2535336) is an Investment Advisor Representative working at Mutual Advisors, LLC in Forest Grove, OR and has over 29 years of experience in the finance industry.
Sharon Olmstead (CRD# 4818219) is an Investment Advisor Representative working at Edward Jones in Forest Grove, OR and has over 10 years of experience in the finance industry.
James Pursley (CRD# 1383787) is an Investment Advisor Representative working at Mutual Advisors, LLC in Forest Grove, OR and has over 33 years of experience in the finance industry.
Benjamin Recek (CRD# 5480849) is an Investment Advisor Representative working at Edward Jones in Forest Grove, OR and has over 16 years of experience in the finance industry.
Christopher Recek (CRD# 6621778) is an Investment Advisor Representative working at Edward Jones in Forest Grove, OR and has over 7 years of experience in the finance industry.
Matthew Simon (CRD# 5100224) is an Investment Advisor Representative working at Edward Jones in Forest Grove, OR and has over 17 years of experience in the finance industry.
Kara Jossi (CRD# 7390194) is an Investment Advisor Representative working at Lpl Financial LLC in Forest Grove, OR and has over 2 years of experience in the finance industry.
Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group in Bellevue, WA. He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Patrick Culligan (CRD# 1053785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hillsboro, OR and has over 40 years of experience in the finance industry.