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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
Patrick Cummings (CRD# 4858761) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, OR and has over 19 years of experience in the finance industry.
Angela Davis (CRD# 6649155) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hillsboro, OR and has over 5 years of experience in the finance industry.
Jerry Davis (CRD# 5697078) is an Investment Advisor Representative working at Rain Or Shine Planning, LLC in Portland, OR and has over 14 years of experience in the finance industry.
Jennifer De Thomas (CRD# 3214657) is an Investment Advisor Representative working at Birch Elliott Financial, LLC in Portland, OR and has 1 year of experience in the finance industry. Jennifer De Thomas 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.
Bryan Decker (CRD# 5527656) is an Investment Advisor Representative working at Avantax Advisory Services in Hillsboro, OR and has over 15 years of experience in the finance industry. Bryan Decker 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.
Robert Dehaan (CRD# 1707302) is an Investment Advisor Representative working at Skyline Asset Management Company in Beaverton, OR and has over 36 years of experience in the finance industry.
Alix Demartino (CRD# 6106527) is an Investment Advisor Representative working at Defined Wealth Management, LLC in Beaverton, OR and has over 11 years of experience in the finance industry. Alix Demartino 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.
Levi Deshaw (CRD# 3051694) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, OR and has over 26 years of experience in the finance industry.
Michael Devlin (CRD# 2734827) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 27 years of experience in the finance industry.
Keith Doty (CRD# 4559150) is an Investment Advisor Representative working at Doty Equity Advisors, Inc. in Portland, OR and has over 17 years of experience in the finance industry.