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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
Robert Fincham (CRD# 1612546) is an Investment Advisor Representative working at Eagle Strategies LLC in Bend, OR and has over 34 years of experience in the finance industry.
Joel Fishman (CRD# 5852876) is an Investment Advisor Representative working at Ritholtz Wealth Management in Bend, OR and has over 13 years of experience in the finance industry.
Brian Fleck (CRD# 2289137) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bend, OR and has over 31 years of experience in the finance industry.
James S Fleck (CRD# 1035159) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bend, OR and has over 42 years of experience in the finance industry.
Jason Fleck (CRD# 4959449) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bend, OR and has over 18 years of experience in the finance industry.
Devon Gaines (CRD# 5274324) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 14 years of experience in the finance industry.
Loren Gard (CRD# 3201086) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 24 years of experience in the finance industry. Loren Gard 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.
Kathleen Gaughan (CRD# 6091952) is an Investment Advisor Representative working at Edward Jones in Bend, OR and has over 11 years of experience in the finance industry.
Todd Gerdes-Zertuche (CRD# 3217457) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 25 years of experience in the finance industry.
Brett Gillespie (CRD# 5996250) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 12 years of experience in the finance industry.