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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
Daric Lucero (CRD# 5322114) is an Investment Advisor Representative working at Lpl Financial LLC in Ashland, OR and has over 16 years of experience in the finance industry.
Dimitris Magemeneas (CRD# 5278539) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 17 years of experience in the finance industry.
Jeffrey McCullough (CRD# 5357489) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Ashland, OR and has over 16 years of experience in the finance industry. Jeffrey McCullough 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.
Sean McGillivray (CRD# 6135768) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 11 years of experience in the finance industry.
Kevin McLoughlin (CRD# 6168868) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 10 years of experience in the finance industry.
Lorrie Anne Miller (CRD# 5296122) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Ashland, OR and has over 16 years of experience in the finance industry. Lorrie Anne Miller 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.
Melissa Mlasko (CRD# 5553386) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 8 years of experience in the finance industry.
Shawn Molloy (CRD# 2872454) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 22 years of experience in the finance industry.
Elizabeth Murphy (CRD# 2818346) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 27 years of experience in the finance industry. Elizabeth Murphy 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.
Andrew Murphy-Rouse (CRD# 7008853) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 5 years of experience in the finance industry.