-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Brian Nelson (CRD# 2543552) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Portland, OR and has over 23 years of experience in the finance industry.
Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group in Bellevue, WA. He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Kendall Acheson (CRD# 5363756) is an Investment Advisor Representative working at Cable Hill Partners, LLC in Portland, OR and has over 14 years of experience in the finance industry. Kendall Acheson 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.
Wendy Adler (CRD# 5103186) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 14 years of experience in the finance industry. Wendy Adler 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.
Laura Aeschliman (CRD# 4915940) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Portland, OR and has over 16 years of experience in the finance industry. Laura Aeschliman 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.
Ashwini Ahluwalia (CRD# 1783739) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 34 years of experience in the finance industry. Ashwini Ahluwalia 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.
Roxana Ahmadifard (CRD# 6849056) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Portland, OR and has over 4 years of experience in the finance industry.
Marc Aigner (CRD# 4102925) is an Investment Advisor Representative working at Avantax Advisory Services in Portland, OR and has over 22 years of experience in the finance industry.
Rachel Akerson (CRD# 6461758) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, OR and has over 6 years of experience in the finance industry.