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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
Ryan Jones (CRD# 5462254) is an Investment Advisor Representative working at Eagle Strategies LLC in Salem, OR and has over 16 years of experience in the finance industry.
Grant Kendall (CRD# 6495221) is an Investment Advisor Representative working at Edward Jones in Salem, OR and has over 7 years of experience in the finance industry.
Katherine Keppel (CRD# 2890615) is an Investment Advisor Representative working at The H Group, Inc. in Salem, OR and has over 25 years of experience in the finance industry. Katherine Keppel 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.
Larry Keudell (CRD# 1268240) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 39 years of experience in the finance industry. Larry Keudell 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 King (CRD# 5523824) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salem, OR and has over 15 years of experience in the finance industry.
James Kuxhaus (CRD# 4828029) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salem, OR and has over 19 years of experience in the finance industry. James Kuxhaus 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.
Ronald Leblanc (CRD# 1137425) is an Investment Advisor Representative working at The Legacy Group, Ltd. in Salem, OR and has over 39 years of experience in the finance industry. Ronald Leblanc 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.
Richard Lee (CRD# 1452361) is an Investment Advisor Representative working at Wells Fargo Advisors in Salem, OR and has over 38 years of experience in the finance industry.
Christina Levin (CRD# 5341446) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Salem, OR and has over 16 years of experience in the finance industry.
Michael Long (CRD# 4399910) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 22 years of experience in the finance industry.