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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
Spring Bennett (CRD# 2929067) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lake Oswego, OR and has over 22 years of experience in the finance industry.
Steven Beranek (CRD# 5444210) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 16 years of experience in the finance industry.
Megan Bergevin (CRD# 4727841) is an Investment Advisor Representative working at Lpl Financial LLC in Silverton, OR and has over 12 years of experience in the finance industry.
Patsy Berner (CRD# 1146726) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 40 years of experience in the finance industry.
Natalie Berning (CRD# 6382718) 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.
William Bernstein (CRD# 3126233) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Portland, OR and has over 25 years of experience in the finance industry.
Robert Beswick (CRD# 1040843) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 38 years of experience in the finance industry. Robert Beswick 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.
Reece Betcher (CRD# 7047813) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
Carol Bethune (CRD# 4559410) is an Investment Advisor Representative working at Preisz Financial in Portland, OR and has over 21 years of experience in the finance industry. Carol Bethune 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.
Bryan Betita (CRD# 5640740) is an Investment Advisor Representative working at Morgan Stanley in Portland, OR and has over 15 years of experience in the finance industry.