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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
Brenda Stein (CRD# 6254128) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 10 years of experience in the finance industry. Brenda Stein 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.
Laurence Steiner (CRD# 2327730) is an Investment Advisor Representative working at Edward Jones in Ashland, OR and has over 30 years of experience in the finance industry.
Matthew Stolen (CRD# 4953375) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 18 years of experience in the finance industry.
Douglas Stone (CRD# 2743033) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 27 years of experience in the finance industry.
Paul Sutherland (CRD# 6386045) is an Investment Advisor Representative working at Independent Financial Group, LLC in Grants Pass, OR and has over 9 years of experience in the finance industry.
Todd Thompson (CRD# 4955980) is an Investment Advisor Representative working at Rogue Advisors, LLC in Grants Pass, OR and has over 19 years of experience in the finance industry.
Richard Todd (CRD# 5346342) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 16 years of experience in the finance industry.
Rachel Torres (CRD# 4856614) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Ashland, OR and has over 9 years of experience in the finance industry.
Rory Tosh (CRD# 6833078) is an Investment Advisor Representative working at Avantax Advisory Services in Me, OR and has over 6 years of experience in the finance industry.
Aaron Tuttle (CRD# 6479307) is an Investment Advisor Representative working at Lpl Financial LLC in Grants Pass, OR and has over 8 years of experience in the finance industry.