-
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
Michael McDonald (CRD# 2238124) is an Investment Advisor Representative working at Western Wealth Management LLC in Happy Valley, OR and has over 31 years of experience in the finance industry.
Richard Pogue (CRD# 4377368) is an Investment Advisor Representative working at Lpl Financial LLC in Happy Valley, OR and has over 22 years of experience in the finance industry.
Jue-hua Yau (CRD# 5664387) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Happy Valley, OR and has over 14 years of experience in the finance industry.
Leon Harmon (CRD# 7190293) is an Investment Advisor Representative working at Edward Jones in Happy Valley, OR and has over 4 years of experience in the finance industry.
Ian Hubbard (CRD# 5987847) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Happy Valley, OR and has over 4 years of experience in the finance industry.
Blake Inabnit (CRD# 6272315) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Happy Valley, OR and has over 10 years of experience in the finance industry.
Bartolomeo Lancellotti (CRD# 2979628) is an Investment Advisor Representative working at Edward Jones in Happy Valley, OR and has over 26 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.