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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
James Boss (CRD# 4148753) is an Investment Advisor Representative working at Arbor Point Advisors in Bend, OR and has over 24 years of experience in the finance industry. James Boss 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.
Jeffery Briggs (CRD# 2294035) is an Investment Advisor Representative working at Arbor Point Advisors in Bend, OR and has over 31 years of experience in the finance industry. Jeffery Briggs 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.
Mary Brooks (CRD# 1247072) is an Investment Advisor Representative working at Invera Wealth Advisors LLC in Bend, OR and has over 39 years of experience in the finance industry. Mary Brooks 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.
Dylan Browning (CRD# 6738683) is an Investment Advisor Representative working at Browning Capital Management LLC in Sisters, OR and has over 7 years of experience in the finance industry.
Scott Browning (CRD# 4640456) is an Investment Advisor Representative working at Browning Capital Management LLC in Sisters, OR and has over 20 years of experience in the finance industry.
Youri Bujko (CRD# 2379478) is an Investment Advisor Representative working at Thalassa Capital LLC in Bend, OR and has over 30 years of experience in the finance industry.
Marc Cabanilla (CRD# 6637512) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 7 years of experience in the finance industry.
Chris Carlberg (CRD# 6802006) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 6 years of experience in the finance industry.
Eric Carmichael (CRD# 5744553) is an Investment Advisor Representative working at Edward Jones in Bend, OR and has over 13 years of experience in the finance industry.
Grant Carroll (CRD# 2735304) is an Investment Advisor Representative working at Strategic Financial Partners, Ltd in Bend, OR and has over 27 years of experience in the finance industry.