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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
Scott Mahan (CRD# 2799792) is an Investment Advisor Representative working at Arbor Point Advisors in Klamath Falls, OR and has over 21 years of experience in the finance industry.
Andrew Peterson (CRD# 4584023) is an Investment Advisor Representative working at Msp Wealth Management, LLC in Klamath Falls, OR and has over 20 years of experience in the finance industry.
Jennifer Scanlan (CRD# 6620852) is an Investment Advisor Representative working at D.a. Davidson & Company in Klamath Falls, OR and has over 7 years of experience in the finance industry.
Terrence Scroggin (CRD# 4583317) is an Investment Advisor Representative working at Msp Wealth Management, LLC in Klamath Falls, OR and has over 21 years of experience in the finance industry.
Bethany Simpson (CRD# 6586514) is an Investment Advisor Representative working at Edward Jones in Klamath Falls, OR and has over 8 years of experience in the finance industry.
Christopher Stone (CRD# 6895186) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Klamath Falls, OR and has over 6 years of experience in the finance industry. Christopher Stone 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.
Michael Swisher (CRD# 2446912) is an Investment Advisor Representative working at Edward Jones in Klamath Falls, OR and has over 30 years of experience in the finance industry.
Bryce Wilberger (CRD# 6417618) is an Investment Advisor Representative working at Rsa Wealth Management, LLC in Klamath Falls, OR and has over 8 years of experience in the finance industry.
Jason Card (CRD# 7617777) is an Investment Advisor Representative working at Edward Jones in Klamath Falls, OR and has 1 year of experience in the finance industry.
Jessie Hecocta (CRD# 7413831) is an Investment Advisor Representative working at Edward Jones in Klamath Falls, OR and has over 2 years of experience in the finance industry.