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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
Edward Lindbloom (CRD# 4697177) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Central Point, OR and has over 20 years of experience in the finance industry.
Robert Lindbloom (CRD# 5029719) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Medford, OR and has over 18 years of experience in the finance industry.
Jason Loyd (CRD# 5993205) is an Investment Advisor Representative working at Edward Jones in Jacksonville, OR and has over 12 years of experience in the finance industry.
Todd Luce Montgomery (CRD# 5854465) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 13 years of experience in the finance industry.
Daric Lucero (CRD# 5322114) is an Investment Advisor Representative working at Lpl Financial LLC in Ashland, OR and has over 16 years of experience in the finance industry.
Jeffrey McCullough (CRD# 5357489) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Ashland, OR and has over 16 years of experience in the finance industry. Jeffrey McCullough 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.
Kevin McLoughlin (CRD# 6168868) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 10 years of experience in the finance industry.
Lorrie Anne Miller (CRD# 5296122) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Ashland, OR and has over 16 years of experience in the finance industry. Lorrie Anne Miller 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.
Melissa Mlasko (CRD# 5553386) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 8 years of experience in the finance industry.
Shawn Molloy (CRD# 2872454) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 22 years of experience in the finance industry.