-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Freeman (CRD# 5091111) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Gladstone, OR and has over 17 years of experience in the finance industry.
Robb Hatley (CRD# 3143502) is an Investment Advisor Representative working at Independent Financial Group, LLC in Gladstone, OR and has over 25 years of experience in the finance industry.
David Newbore (CRD# 3109427) is an Investment Advisor Representative working at Newbore Wealth Management, Inc. in Gladstone, OR and has over 25 years of experience in the finance industry. David Newbore 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.
Eric Runge (CRD# 4988111) is an Investment Advisor Representative working at Veritas Wealth Management in Gladstone, OR and has over 18 years of experience in the finance industry.
Brian Sutton (CRD# 5288875) is an Investment Advisor Representative working at Edward Jones in Gladstone, OR and has over 16 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.
Stephen Aaron (CRD# 2279233) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beaverton, OR and has over 31 years of experience in the finance industry.
Kailie Abascal (CRD# 6758430) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has 1 year of experience in the finance industry. Kailie Abascal 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.
Chris Abbruzzese (CRD# 2959986) is an Investment Advisor Representative working at Rain Capital Management in Lake Oswego, OR and has over 25 years of experience in the finance industry.