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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
James Kuhlman (CRD# 4622293) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Corvallis, OR and has over 21 years of experience in the finance industry.
Jonathan Leong (CRD# 6353093) is an Investment Advisor Representative working at Aumakua Capital Management LLC in Albany, OR and has 1 year of experience in the finance industry.
Casey Long (CRD# 1476458) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Corvallis, OR and has over 38 years of experience in the finance industry.
Keith Marshall (CRD# 6160543) is an Investment Advisor Representative working at Hurley Financial Group, Inc. in Corvallis, OR and has over 8 years of experience in the finance industry. Keith Marshall 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.
Kathryn McLeod (CRD# 6431751) is an Investment Advisor Representative working at Lpl Financial LLC in Corvallis, OR and has over 9 years of experience in the finance industry.
Christopher Meek (CRD# 6092304) is an Investment Advisor Representative working at Edward Jones in Lebanon, OR and has over 11 years of experience in the finance industry.
Benjamin Meeker (CRD# 4325697) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Corvallis, OR and has over 23 years of experience in the finance industry.
David Mendenhall (CRD# 4047149) is an Investment Advisor Representative working at Avantax Advisory Services in Corvallis, OR and has over 24 years of experience in the finance industry.
Samuel Mercer (CRD# 5833118) is an Investment Advisor Representative working at Edward Jones in Corvallis, OR and has over 11 years of experience in the finance industry.
Benjamin Meyer (CRD# 4140173) is an Investment Advisor Representative working at Edward Jones in Monmouth, OR and has over 24 years of experience in the finance industry.