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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
Ellen Johnson (CRD# 7813998) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has 1 year of experience in the finance industry.
Haley Johnson (CRD# 6949345) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Albany, OR and has over 5 years of experience in the finance industry.
Christopher Knackstedt (CRD# 7604061) is an Investment Advisor Representative working at Cuso Financial Services in Corvallis, OR and has 1 year of experience in the finance industry.
Phillip Long (CRD# 7047872) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 4 years of experience in the finance industry.
Travis Lulay (CRD# 7257732) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Stayton, OR and has over 3 years of experience in the finance industry.
Ryan Mendenhall (CRD# 7777732) is an Investment Advisor Representative working at Avantax Advisory Services in Corvallis, OR and has 1 year of experience in the finance industry.
Jeffrey Mills (CRD# 4516250) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Corvallis, OR and has over 21 years of experience in the finance industry.
Kevin Mitchell (CRD# 7257926) is an Investment Advisor Representative working at Edward Jones in Sweet Home, OR and has over 3 years of experience in the finance industry.
Michelle Onaka (CRD# 7842658) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has 1 year of experience in the finance industry.
Tristan Peterman (CRD# 7226973) is an Investment Advisor Representative working at Cuso Financial Services in Corvallis, OR and has over 3 years of experience in the finance industry. Tristan Peterman 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.