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Distance Only Lake Oswego, OR
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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
Julie Connor (CRD# 6814909) is an Investment Advisor Representative working at Taurus Capital Advisors, LLC in Lake Oswego, OR and has over 6 years of experience in the finance industry.
John Cook (CRD# 4488378) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Oswego, OR and has over 22 years of experience in the finance industry.
Kayla Cook (CRD# 5991691) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 11 years of experience in the finance industry. Kayla Cook 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.
Jim Corbeau (CRD# 4536673) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 15 years of experience in the finance industry. Jim Corbeau 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Patrick Corcorran (CRD# 5883964) is an Investment Advisor Representative working at Coldstream Wealth Management in Lake Oswego, OR and has over 12 years of experience in the finance industry.
Geoffrey Creighton (CRD# 5381060) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Oswego, OR and has over 16 years of experience in the finance industry.
Christopher Cubbage (CRD# 2174141) is an Investment Advisor Representative working at Opportunus Wealth Management, LLC in Lake Oswego, OR and has over 32 years of experience in the finance industry.
Aaron Daugherty (CRD# 5122086) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lake Oswego, OR and has over 18 years of experience in the finance industry.
David Delap (CRD# 6591191) is an Investment Advisor Representative working at Delap Wealth Advisory, LLC in Lake Oswego, OR and has over 7 years of experience in the finance industry.
Daniel Deymonaz (CRD# 1409082) is an Investment Advisor Representative working at Wedbush Securities Inc. in Lake Oswego, OR and has over 38 years of experience in the finance industry.