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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
Nichole Zahner (CRD# 6434297) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Eugene, OR and has over 6 years of experience in the finance industry. Nichole Zahner 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.
Mervyn Garcia (CRD# 7500925) is an Investment Advisor Representative working at Arbor Point Advisors in Springfield, OR and has 1 year of experience in the finance industry.
David Hersch (CRD# 7693441) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Springfield, OR and has 1 year of experience in the finance industry.
Kevin Mitchell (CRD# 7257926) is an Investment Advisor Representative working at Edward Jones in Sweet Home, OR and has over 3 years of experience in the finance industry.
Caleb Pickering (CRD# 7446595) is an Investment Advisor Representative working at Cuso Financial Services in Springfield, OR and has 1 year of experience in the finance industry.
Eric Sorby (CRD# 7325865) is an Investment Advisor Representative working at Edward Jones in Eugene, OR and has over 3 years of experience in the finance industry.
Alicia Williams (CRD# 7623432) is an Investment Advisor Representative working at Edward Jones in Coburg, OR and has 1 year of experience in the finance industry.