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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
Lorrie Anne Miller (CRD# 5296122) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Ashland, OR and has over 16 years of experience in the finance industry. Lorrie Anne Miller 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.
Elizabeth Murphy (CRD# 2818346) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 27 years of experience in the finance industry. Elizabeth Murphy 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.
Andrew Murphy-Rouse (CRD# 7008853) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 5 years of experience in the finance industry.
Susan Niedwick (CRD# 2916012) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 26 years of experience in the finance industry. Susan Niedwick 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.
Jesse Oldfield (CRD# 5659397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 15 years of experience in the finance industry.
Matthew Patten (CRD# 2762796) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 20 years of experience in the finance industry.
John Randolph (CRD# 6663689) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 7 years of experience in the finance industry.
Jody Redmann (CRD# 5460426) is an Investment Advisor Representative working at Kingsview Asset Management, LLC with offices in Chicago and Oak Lawn, IL. Kingview Asset Management, LLC is headquartered in Grants Pass, OR Jody Redmann has over 15 years of experience in the finance industry.
Joshua Richardson (CRD# 4424576) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 22 years of experience in the finance industry.
Anthony Roa (CRD# 6579114) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, OR and has over 8 years of experience in the finance industry.