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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
Terry Allen (CRD# 1302188) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Eugene, OR and has over 39 years of experience in the finance industry.
Ross Anderle (CRD# 2606372) is an Investment Advisor Representative working at Sapient Private Wealth Management, LLC in Eugene, OR and has over 28 years of experience in the finance industry. Ross Anderle 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.
Charles Bales (CRD# 1897315) is an Investment Advisor Representative working at Whitewater Wealth in Eugene, OR and has over 35 years of experience in the finance industry.
Nicholas Ballestrazze (CRD# 6538314) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eugene, OR and has over 7 years of experience in the finance industry.
Warren Barnes (CRD# 4035597) is an Investment Advisor Representative working at Ksb Financial Services, LLC in Eugene, OR and has over 24 years of experience in the finance industry.
Tina Barthlow (CRD# 5234221) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eugene, OR and has over 17 years of experience in the finance industry.
Wesley Bauer (CRD# 6530731) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Eugene, OR and has over 8 years of experience in the finance industry.
Ryan Beck (CRD# 2582002) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eugene, OR and has over 29 years of experience in the finance industry.
Kevin Bell (CRD# 6719549) is an Investment Advisor Representative working at Ksb Financial Services, LLC in Eugene, OR and has over 7 years of experience in the finance industry.
Timothy Bennion (CRD# 6089005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eugene, OR and has over 11 years of experience in the finance industry.