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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
Joseph Bautista (CRD# 6442802) is an Investment Advisor Representative working at Bautista Planning And Analytics, LLC in Sandy, OR and has over 9 years of experience in the finance industry.
Barbara Clare (CRD# 1370447) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sandy, OR and has over 38 years of experience in the finance industry.
Daniel Sarkissian (CRD# 6683168) is an Investment Advisor Representative working at Lpl Financial LLC in Sandy, OR and has over 7 years of experience in the finance industry.
Jared Tjaden (CRD# 6519064) is an Investment Advisor Representative working at Lpl Financial LLC in Sandy, OR and has over 8 years of experience in the finance industry.
Lucas Forristall (CRD# 7227205) is an Investment Advisor Representative working at Edward Jones in Sandy, OR and has over 3 years of experience in the finance industry.
Kylee Moore (CRD# 7077105) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sandy, OR and has over 3 years 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.
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.
Chris Abbruzzese (CRD# 2959986) is an Investment Advisor Representative working at Rain Capital Management in Lake Oswego, OR and has over 25 years of experience in the finance industry.
Brent Abney (CRD# 4422816) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gresham, OR and has over 22 years of experience in the finance industry.