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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
Douglas Albo (CRD# 2382511) is an Investment Advisor Representative working at Capital Income Management, LLC in Sherwood, OR and has over 30 years of experience in the finance industry.
Annemarie Book (CRD# 4824590) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sherwood, OR and has over 19 years of experience in the finance industry.
Charles Britton (CRD# 3104541) is an Investment Advisor Representative working at Edward Jones in Sherwood, OR and has over 25 years of experience in the finance industry.
Nicholas Fisher (CRD# 5710844) is an Investment Advisor Representative working at Pilot Wealth Management in Sherwood, OR and has over 22 years of experience in the finance industry.
John Hess Yoder (CRD# 1524518) is an Investment Advisor Representative working at Lpl Financial LLC in Sherwood, OR and has over 33 years of experience in the finance industry. John Hess Yoder 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.
Matthew Horne (CRD# 3254538) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sherwood, OR and has over 24 years of experience in the finance industry. Matthew Horne 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.
Kevin Marshall (CRD# 3232334) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sherwood, OR and has over 24 years of experience in the finance industry.
Jared Rasmussen (CRD# 2506230) is an Investment Advisor Representative working at Serene Point Advisors LLC in Sherwood, OR and has over 29 years of experience in the finance industry.
Jason Stewart (CRD# 5917744) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Sherwood, OR and has over 11 years of experience in the finance industry.
Megan Thornton (CRD# 5856388) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Sherwood, OR and has over 13 years of experience in the finance industry.