-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Brian Felshaw (CRD# 6548905) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 6 years of experience in the finance industry.
Jason Finley (CRD# 2686780) is an Investment Advisor Representative working at Finley Financial, LLC in Mcminnville, OR and has over 28 years of experience in the finance industry. Jason Finley 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.
John Foti (CRD# 1420133) is an Investment Advisor Representative working at John C. Foti, Dba Experient Portfolio Management in Tillamook, OR and has over 26 years of experience in the finance industry.
Kyle Gallagher (CRD# 5449203) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salem, OR and has over 16 years of experience in the finance industry.
Troy Gaul (CRD# 2223868) is an Investment Advisor Representative working at D.a. Davidson & Company in Salem, OR and has over 31 years of experience in the finance industry.
Kevin Gebhart (CRD# 4679217) is an Investment Advisor Representative working at Edward Jones in Mcminnville, OR and has over 20 years of experience in the finance industry.
Todd Gescher (CRD# 2505578) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 29 years of experience in the finance industry.
Joe Guerra (CRD# 3047042) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Keizer, OR and has over 23 years of experience in the finance industry.
Barbara Hacke Resch (CRD# 3116277) is an Investment Advisor Representative working at Wells Fargo Advisors in Salem, OR and has over 25 years of experience in the finance industry.
Laurence Hanslits (CRD# 1342285) is an Investment Advisor Representative working at The H Group, Inc. in Salem, OR and has over 39 years of experience in the finance industry. Laurence Hanslits 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.