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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
Will Dietz (CRD# 4512303) is an Investment Advisor Representative working at Commonwealth Financial Network in Lake Oswego, OR and has over 22 years of experience in the finance industry. Will Dietz 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.
Richard Doel (CRD# 2256984) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 31 years of experience in the finance industry.
Alexander Dolle (CRD# 6324087) is a Fixed Income Portfolio Manager working at Northwest Investment Counselors in Lake Oswego, OR and has 10 years of experience in the finance industry.
Luan Dollens (CRD# 2109538) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 33 years of experience in the finance industry.
Terence Donahe (CRD# 1845426) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Lake Oswego, OR and has over 35 years of experience in the finance industry. Terence Donahe 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.
Dale Donaldson (CRD# 4190400) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Oswego, OR and has over 23 years of experience in the finance industry.
Penelope Doty (CRD# 6883525) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Oswego, OR and has over 5 years of experience in the finance industry.
Taylor Drake (CRD# 2958978) is an Investment Advisor Representative working at Apella Wealth in Lake Oswego, OR and has over 26 years of experience in the finance industry.
Derek Dukart (CRD# 4407742) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Lake Oswego, OR and has over 22 years of experience in the finance industry.
Daniel Dunham (CRD# 4775614) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 20 years of experience in the finance industry. Daniel Dunham 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.