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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
Noel Allan (CRD# 1563217) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vancouver, WA and has over 37 years of experience in the finance industry.
Gregory Allen (CRD# 4395102) is an Investment Advisor Representative working at Wellspring Advisors, Inc. in Lake Oswego, OR and has over 17 years of experience in the finance industry. Gregory Allen 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.
Kathleen Allen (CRD# 4906541) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 11 years of experience in the finance industry.
Kori Allen (CRD# 1845744) is an Investment Advisor Representative working at Pearl Wealth LLC in Portland, OR and has over 32 years of experience in the finance industry. Kori Allen 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.
Leigh Allen (CRD# 5711971) is an Investment Advisor Representative working at Lpl Financial LLC in Battle Ground, WA and has over 13 years of experience in the finance industry.
Litonya Allen (CRD# 6617305) is an Investment Advisor Representative working at Insight Financial in Vancouver, WA and has over 7 years of experience in the finance industry.
Michael Allen (CRD# 6442940) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vancouver, WA and has over 9 years of experience in the finance industry.
Stuart Allen (CRD# 3014735) is an Investment Advisor Representative working at Allen Capital Management, LLC in Vancouver, WA and has 1 year of experience in the finance industry.
Jessica Allison (CRD# 5690348) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 6 years of experience in the finance industry. Jessica Allison 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.
Emiliano Alonso (CRD# 3044301) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Oswego, OR and has over 25 years of experience in the finance industry.