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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
Shannon Bene (CRD# 2691744) is an Investment Advisor Representative working at Empirical Wealth Management in Portland, OR and has over 28 years of experience in the finance industry. Shannon Bene 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 Benjamson (CRD# 1161623) is an Investment Advisor Representative working at Crown Capital Securities, LP in Battle Ground, WA and has over 40 years of experience in the finance industry.
Steven Beranek (CRD# 5444210) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 16 years of experience in the finance industry.
Brooks Berardi (CRD# 5216860) is an Investment Advisor Representative working at Mml Investors Services, LLC in Battle Ground, WA and has over 15 years of experience in the finance industry.
William Berg (CRD# 1293270) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Portland, OR and has over 34 years of experience in the finance industry. William Berg 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.
Janelle Bergstrom (CRD# 2808726) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 27 years of experience in the finance industry.
Mark Bernazzani (CRD# 5566001) is an Investment Advisor Representative working at My Personal Cfo, LLC in Vancouver, WA and has over 14 years of experience in the finance industry. Mark Bernazzani 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.
Patsy Berner (CRD# 1146726) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 40 years of experience in the finance industry.
Keith Bernhardt (CRD# 6187513) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 11 years of experience in the finance industry.
Ryan Berning (CRD# 6755794) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Portland, OR and has over 7 years of experience in the finance industry. Ryan Berning 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.