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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
Jacob Paltzer (CRD# 4024199) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 23 years of experience in the finance industry.
William Parker (CRD# 2203617) is an Investment Advisor Representative working at Wychick Investment Advisors, Inc. in Bend, OR and has over 32 years of experience in the finance industry.
Maro Paz (CRD# 2951877) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bend, OR and has over 26 years of experience in the finance industry.
Jared Pearson (CRD# 4549349) is an Investment Advisor Representative working at Strategy Cap, LLC in Bend, OR and has over 21 years of experience in the finance industry.
Jerry Peters (CRD# 2642087) is an Investment Advisor Representative working at Smithbrook, LLC in Bend, OR and has over 28 years of experience in the finance industry.
Benjamin Petersen (CRD# 6239408) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bend, OR and has over 10 years of experience in the finance industry.
John Peterson (CRD# 2613261) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bend, OR and has over 28 years of experience in the finance industry.
Nicholas Pihl (CRD# 6545502) is an Investment Advisor Representative working at Pihl Financial Planning in Bend, OR and has over 8 years of experience in the finance industry. Nicholas Pihl 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.
Gregory Pollack (CRD# 2544415) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 29 years of experience in the finance industry. Gregory Pollack 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.
David Pollock (CRD# 1218432) is an Investment Advisor Representative working at D.a. Davidson & Company in Bend, OR and has over 40 years of experience in the finance industry.