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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
Steven Yungen (CRD# 5813319) is an Investment Advisor Representative working at Jones & Associates Premier Financial Solutions in Medford, OR and has over 13 years of experience in the finance industry.
Ronald Gordon (CRD# 6443954) is an Investment Advisor Representative working at Edward Jones in Medford, OR and has over 8 years of experience in the finance industry.
Peter Bargas (CRD# 7374660) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 2 years of experience in the finance industry.
Lee Birmingham (CRD# 7715448) is an Investment Advisor Representative working at Jones & Associates Premier Financial Solutions in Medford, OR and has over 2 years of experience in the finance industry.
Geoffrey Boldt (CRD# 7869269) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Medford, OR and has 1 year of experience in the finance industry.
Robert Brown (CRD# 2455089) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Eagle Point, OR and has over 19 years of experience in the finance industry. Robert Brown 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.
Lindsey Cameron (CRD# 6942733) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 2 years of experience in the finance industry.
Thomas Cook (CRD# 4618531) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Eagle Point, OR and has over 21 years of experience in the finance industry.
Gavin Decker (CRD# 7322389) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Medford, OR and has over 2 years of experience in the finance industry.
Cassandra Dexter (CRD# 7210029) is an Investment Advisor Representative working at Nagel & Padilla, LLC in Ashland, OR and has 1 year of experience in the finance industry. Cassandra Dexter 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.