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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
Daniel Schuette (CRD# 1727886) is an Investment Advisor Representative working at Lpl Financial LLC in Prineville, OR and has over 30 years of experience in the finance industry.
James Lenahan (CRD# 5654446) is an Investment Advisor Representative working at Edward Jones in Prineville, OR and has over 8 years of experience in the finance industry.
Darrel Wisseman (CRD# 2630376) is an Investment Advisor Representative working at Edward Jones in Prineville, OR and has over 22 years of experience in the finance industry.
Jason Arbetter (CRD# 5412627) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bend, OR and has over 10 years of experience in the finance industry. Jason Arbetter 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.
James Conrads (CRD# 4522725) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 15 years of experience in the finance industry. James Conrads 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.
Loren Gard (CRD# 3201086) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 18 years of experience in the finance industry. Loren Gard 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.
Andrew Gray (CRD# 5246929) is an Investment Advisor Representative working at Valentine Ventures, LLC in Bend, OR and has over 11 years of experience in the finance industry. Andrew Gray 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.
Devin Harrigan (CRD# 4260949) is an Investment Advisor Representative working at Ascent Capital Management, LLC in Bend, OR and has over 14 years of experience in the finance industry. Devin Harrigan 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.