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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
James Forsyth (CRD# 2924150) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 26 years of experience in the finance industry.
David Foster (CRD# 4584178) is an Investment Advisor Representative working at Foster & Wood, Inc. in Lake Oswego, OR and has over 21 years of experience in the finance industry. David Foster 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.
Edward Foster (CRD# 4609639) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake Oswego, OR and has over 21 years of experience in the finance industry.
Conrad Franco (CRD# 4274565) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Oswego, OR and has over 23 years of experience in the finance industry.
James Frank (CRD# 2993666) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 26 years of experience in the finance industry.
Michael Franz (CRD# 4479372) is an Investment Advisor Representative working at D.a. Davidson & Company in Lake Oswego, OR and has over 22 years of experience in the finance industry.
Kevin Fredrickson (CRD# 5620028) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 15 years of experience in the finance industry.
Scott Frey (CRD# 6019842) is an Investment Advisor Representative working at Planful Finance LLC in Lake Oswego, OR and has over 11 years of experience in the finance industry. Scott Frey 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.
Aimee Funk (CRD# 2935942) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Oswego, OR and has over 22 years of experience in the finance industry.
Michelle Gagiano (CRD# 5152273) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 17 years of experience in the finance industry.