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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
Aaron Tuttle (CRD# 6479307) is an Investment Advisor Representative working at Lpl Financial LLC in Grants Pass, OR and has over 8 years of experience in the finance industry.
Elena Voin (CRD# 2712353) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 28 years of experience in the finance industry.
Donald Watson (CRD# 3110609) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 25 years of experience in the finance industry.
Josh Welch (CRD# 5769231) is an Investment Advisor Representative working at Welch Investment Group, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.
Chester Westfall (CRD# 4897202) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 19 years of experience in the finance industry.
Miriam Whiteley (CRD# 6603688) is an Investment Advisor Representative working at Lifecraft Financial Planning, LLC in Eugene, OR and has over 8 years of experience in the finance industry. Miriam Whiteley 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.
Michael Williams (CRD# 1763020) is an Investment Advisor Representative working at Edward Jones in Central Point, OR and has over 33 years of experience in the finance industry.
Nathan Williams (CRD# 5551283) is an Investment Advisor Representative working at Practice Financial Group in Jacksonville, OR and has over 15 years of experience in the finance industry. Nathan Williams 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.
Phillip Williams (CRD# 5513728) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.
Richard Wilson (CRD# 3251241) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.