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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
Therese Misner (CRD# 2800773) is an Investment Advisor Representative working at Cuso Financial Services in Corvallis, OR and has over 27 years of experience in the finance industry. Therese Misner 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.
Whitney Murray (CRD# 5644404) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, OR and has over 15 years of experience in the finance industry.
William O'hearn (CRD# 5408513) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 16 years of experience in the finance industry.
Scott Ollerenshaw (CRD# 2141201) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corvallis, OR and has over 33 years of experience in the finance industry.
Carolyn Pentland (CRD# 4635675) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Corvallis, OR and has over 21 years of experience in the finance industry.
Douglas Phillips (CRD# 5736788) is an Investment Advisor Representative working at Edward Jones in Lebanon, OR and has over 14 years of experience in the finance industry.
Michelle Poturich (CRD# 4975165) is an Investment Advisor Representative working at Cuso Financial Services in Corvallis, OR and has over 18 years of experience in the finance industry.
Deborah Rambeck (CRD# 6123237) is an Investment Advisor Representative working at Primerica Advisors in Salem, OR and has over 11 years of experience in the finance industry.
Brian Robertson (CRD# 4215710) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Corvallis, OR and has over 23 years of experience in the finance industry.
Bari Rogers (CRD# 5587336) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 15 years of experience in the finance industry.