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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
Alan Bacharach (CRD# 3072969) is an Investment Advisor Representative working at Park Avenue Securities LLC in Portland, OR and has over 25 years of experience in the finance industry.
Bruce Bailey (CRD# 1368251) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 26 years of experience in the finance industry.
Nathaniel Baim (CRD# 6956579) is an Investment Advisor Representative working at Pursuit Planning And Investments, LLC in Portland, OR and has over 6 years of experience in the finance industry. Nathaniel Baim 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.
Gregrey Baker (CRD# 1399730) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, OR and has over 11 years of experience in the finance industry.
William Baldwin (CRD# 1837248) is an Investment Advisor Representative working at Srm Advisors in Portland, OR and has over 35 years of experience in the finance industry.
Brady Ball (CRD# 6527489) is an Investment Advisor Representative working at Adero Partners, LLC in Portland, OR and has over 6 years of experience in the finance industry.
Braden Balocan (CRD# 6221931) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Portland, OR and has over 9 years of experience in the finance industry.
Ronald Barry (CRD# 4775322) is an Investment Advisor Representative working at Willamette Financial Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry. Ronald Barry 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.
Kent Bartell (CRD# 5860824) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has 1 year of experience in the finance industry.
Ethan Bays (CRD# 6220752) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 9 years of experience in the finance industry. Ethan Bays 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.