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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
Lisa Galovich (CRD# 6342360) is an Investment Advisor Representative working at Edward Jones in Saint Helens, OR and has over 9 years of experience in the finance industry.
Christopher Mood (CRD# 6459341) is an Investment Advisor Representative working at Edward Jones in Saint Helens, OR and has over 6 years of experience in the finance industry.
Darlene Sisson (CRD# 3256178) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Helens, OR and has over 24 years of experience in the finance industry.
Brian Strom (CRD# 6416949) is an Investment Advisor Representative working at Edward Jones in Saint Helens, OR and has over 9 years of experience in the finance industry.
Levi Norton (CRD# 7802343) is an Investment Advisor Representative working at Edward Jones in Saint Helens, OR and has 1 year of experience in the finance industry.
Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group in Bellevue, WA. He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Patrick Culligan (CRD# 1053785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hillsboro, OR and has over 40 years of experience in the finance industry.
Tracy Aalvik (CRD# 2881176) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, WA and has over 25 years of experience in the finance industry.
Kailie Abascal (CRD# 6758430) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has 1 year of experience in the finance industry. Kailie Abascal 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.
Kyle Abeln (CRD# 6010341) is an Investment Advisor Representative working at Edward Jones in Forest Grove, OR and has over 12 years of experience in the finance industry.