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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
Nathan Graff (CRD# 5671305) is an Investment Advisor Representative working at Lpl Financial LLC in Corvallis, OR and has over 14 years of experience in the finance industry.
Shannon Graham (CRD# 4140319) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corvallis, OR and has over 24 years of experience in the finance industry.
Christopher Gray (CRD# 3006268) is an Investment Advisor Representative working at Lpl Financial LLC in Corvallis, OR and has over 26 years of experience in the finance industry.
Michael Gray (CRD# 1161996) is an Investment Advisor Representative working at Lpl Financial LLC in Corvallis, OR and has over 33 years of experience in the finance industry.
Jeff is the portfolio manager for SSCM. He is responsible for developing and maintaining capital market and macroeconomic forecasts, model portfolios, and strategic allocations. Jeff is in charge of portfolio rebalance implementation, which includes fixed income/equity trades and allocations. As a member of the Investment Committee, Jeff is responsible for security analysis and selection. He is also the author of our firm’s quarterly newsletter.
While earning his Bachelor of Science Degree in Finance from Oregon State University, Jeff was actively involved in the Oregon State Investment Group,...
Joe Guerra (CRD# 3047042) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Keizer, OR and has over 23 years of experience in the finance industry.
Barbara Hacke Resch (CRD# 3116277) is an Investment Advisor Representative working at Wells Fargo Advisors in Salem, OR and has over 25 years of experience in the finance industry.
Daniel Hailey (CRD# 6905988) is an Investment Advisor Representative working at Edward Jones in Silverton, OR and has over 5 years of experience in the finance industry.
Kim Hall (CRD# 7012215) is an Investment Advisor Representative working at Clarity Wealth Development, LLC in Corvallis, OR and has over 5 years of experience in the finance industry.
Sheri Hall (CRD# 4824855) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 10 years of experience in the finance industry.