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Distance Only Medford, 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
Perry Stannard (CRD# 4463483) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 22 years of experience in the finance industry.
Brenda Stein (CRD# 6254128) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 10 years of experience in the finance industry. Brenda Stein 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.
Douglas Stone (CRD# 2743033) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 27 years of experience in the finance industry.
Richard Todd (CRD# 5346342) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 16 years of experience in the finance industry.
Elena Voin (CRD# 2712353) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 28 years of experience in the finance industry.
Donald Watson (CRD# 3110609) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 25 years of experience in the finance industry.
Chester Westfall (CRD# 4897202) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 19 years of experience in the finance industry.
Frederick Witham (CRD# 2543799) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 29 years of experience in the finance industry.
Jason Yaeger (CRD# 3006294) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 25 years of experience in the finance industry.
Shannon York (CRD# 5631411) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Medford, OR and has over 15 years of experience in the finance industry.