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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
Anthony Bardi (CRD# 1572682) is an Investment Advisor Representative working at Avantax Advisory Services in Gresham, OR and has over 26 years of experience in the finance industry.
Jedidiah Barnett (CRD# 6748457) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 2 years of experience in the finance industry.
Kent Bartell (CRD# 5860824) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has 1 year of experience in the finance industry.
Jeffrey Bartleson (CRD# 4678862) is an Investment Advisor Representative working at Edward Jones in Longview, WA and has over 20 years of experience in the finance industry.
Joe Bartlett (CRD# 5217537) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portalnd, OR and has over 17 years of experience in the finance industry.
Shena Bartlett (CRD# 3211903) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vancouver, WA and has over 18 years of experience in the finance industry.
Nathan Bauer (CRD# 6232690) is an Investment Advisor Representative working at Pace Financial Advisors in Hillsboro, OR and has over 10 years of experience in the finance industry.
Ethan Bays (CRD# 6220752) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 9 years of experience in the finance industry. Ethan Bays 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.
Timothy Bean (CRD# 4918010) is an Investment Advisor Representative working at Liberty Capital in Portland, OR and has over 19 years of experience in the finance industry.
Malcolm Beard (CRD# 5573195) is an Investment Advisor Representative working at Cuso Financial Services in Vancouver, WA and has over 10 years of experience in the finance industry.