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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
Elizabeth Murphy (CRD# 2818346) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 27 years of experience in the finance industry. Elizabeth Murphy 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.
Nicholas Nachbur (CRD# 4314885) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Medford, OR and has over 23 years of experience in the finance industry.
Karen Nicholson (CRD# 1182758) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 39 years of experience in the finance industry.
Susan Niedwick (CRD# 2916012) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 26 years of experience in the finance industry. Susan Niedwick 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.
Jesse Oldfield (CRD# 5659397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 15 years of experience in the finance industry.
Matthew Patten (CRD# 2762796) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 20 years of experience in the finance industry.
Jason Peters (CRD# 4252863) is an Investment Advisor Representative working at Commonwealth Financial Network in Medford, OR and has over 23 years of experience in the finance industry. Jason Peters 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.
Erik Peterson (CRD# 5464792) is an Investment Advisor Representative working at Commonwealth Financial Network in Medford, OR and has over 16 years of experience in the finance industry.
Donald Prescott (CRD# 4608027) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Medford, OR and has over 21 years of experience in the finance industry. Donald Prescott 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.
David Preszler (CRD# 4992341) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 18 years of experience in the finance industry. David Preszler 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.