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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
Yancy Lind (CRD# 4854081) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bend, OR and has over 19 years of experience in the finance industry.
Tyler Mackeson (CRD# 5644763) is an Investment Advisor Representative working at Financial Advocates Investment Management in Bend, OR and has over 15 years of experience in the finance industry.
Eric Maki (CRD# 2790139) is an Investment Advisor Representative working at Financial Advocates Investment Management in Bend, OR and has over 27 years of experience in the finance industry.
Stuart Malakoff (CRD# 2623195) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bend, OR and has over 22 years of experience in the finance industry. Stuart Malakoff 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.
Andrew Mardock (CRD# 5819336) is an Investment Advisor Representative working at Vivifi Planning in Bend, OR and has 1 year of experience in the finance industry. Andrew Mardock 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.
Storm Maxey (CRD# 3258553) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bend, OR and has over 22 years of experience in the finance industry.
Ryan McHugh (CRD# 5795387) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bend, OR and has over 13 years of experience in the finance industry. Ryan McHugh 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.
Jason McMillen (CRD# 2854726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Bend, OR and has over 26 years of experience in the finance industry.
Thomas Meagher (CRD# 2394610) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bend, OR and has over 30 years of experience in the finance industry.
Richard Mench (CRD# 2594480) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bend, OR and has over 29 years of experience in the finance industry.