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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
Douglas Lindsey (CRD# 310079) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 44 years of experience in the finance industry.
Justin Lindsey (CRD# 3128360) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.
Joan Lintz (CRD# 4626155) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Lake Oswego, OR and has over 20 years of experience in the finance industry. Joan Lintz 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.
Alexander Litwora (CRD# 6640401) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Oswego, OR and has over 8 years of experience in the finance industry.
Karri Maccluer (CRD# 3242478) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 24 years of experience in the finance industry. Karri Maccluer 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.
Dustin Marlett (CRD# 6294558) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 9 years of experience in the finance industry.
Christopher Martin (CRD# 1976283) is an Investment Advisor Representative working at Northwest Capital Management Inc. in Lake Oswego, OR and has over 32 years of experience in the finance industry.
Cameron Mason (CRD# 6521270) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Oswego, OR and has over 7 years of experience in the finance industry.
Miles Mason (CRD# 4930256) is an Investment Advisor Representative working at Rockefeller Capital Management in Lake Oswego, OR and has over 18 years of experience in the finance industry. Miles Mason 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.
Brent Matern (CRD# 6393919) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Oswego, OR and has over 9 years of experience in the finance industry.