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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
Nathaniel Baim (CRD# 6956579) is an Investment Advisor Representative working at Pursuit Planning And Investments, LLC in Portland, OR and has over 6 years of experience in the finance industry. Nathaniel Baim 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.
William Baldwin (CRD# 1837248) is an Investment Advisor Representative working at Srm Advisors in Portland, OR and has over 35 years of experience in the finance industry.
Nicholas Bales (CRD# 3262850) is an Investment Advisor Representative working at Edward Jones in Beaverton, OR and has over 21 years of experience in the finance industry.
David Balk (CRD# 1987660) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 34 years of experience in the finance industry.
Brady Ball (CRD# 6527489) is an Investment Advisor Representative working at Adero Partners, LLC in Portland, OR and has over 6 years of experience in the finance industry.
Braden Balocan (CRD# 6221931) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Portland, OR and has over 9 years of experience in the finance industry.
Alf Barber (CRD# 2118051) is an Investment Advisor Representative working at Edward Jones in Milwaukie, OR and has over 33 years of experience in the finance industry.
Kevin Barchus (CRD# 3013155) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 26 years of experience in the finance industry.
William Barham (CRD# 12438) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 30 years of experience in the finance industry.
Richard Barker (CRD# 6091770) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Oswego, OR and has over 11 years of experience in the finance industry.