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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
Cameron Carlson (CRD# 40720) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 31 years of experience in the finance industry.
Kevin Carlson (CRD# 2905516) is an Investment Advisor Representative working at Vessel Wealth Advisors LLC in Portland, OR and has over 12 years of experience in the finance industry.
Melanie Carpenter (CRD# 4257342) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 18 years of experience in the finance industry.
Michael Carrano (CRD# 4670490) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, OR and has over 20 years of experience in the finance industry.
Richard Carroll (CRD# 2631330) is an Investment Advisor Representative working at Rt Carroll & Company in Portland, OR and has over 9 years of experience in the finance industry.
Randy Cater (CRD# 4221680) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 23 years of experience in the finance industry.
Joshua Cepeda (CRD# 4314742) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Portland, OR and has over 23 years of experience in the finance industry. Joshua Cepeda 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.
Timothy Chapman (CRD# 2420360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, OR and has over 30 years of experience in the finance industry.
Adam Charuhas (CRD# 4926609) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, OR and has over 19 years of experience in the finance industry.
Daniel Charuhas (CRD# 6548918) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, OR and has over 6 years of experience in the finance industry.