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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
Brooke Ashland (CRD# 2762853) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 12 years of experience in the finance industry.
Benjamin Brainard (CRD# 4274774) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 23 years of experience in the finance industry.
Jacob Brown (CRD# 6591485) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Medford, OR and has over 7 years of experience in the finance industry.
Scott Bybee (CRD# 2723518) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Medford, OR and has over 27 years of experience in the finance industry.
Gozde Cannarella (CRD# 6849388) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Central Point, OR and has over 6 years of experience in the finance industry.
Paul Caswell (CRD# 4902845) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, OR and has over 19 years of experience in the finance industry. Paul Caswell 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.
Mark Chirgwin (CRD# 2547098) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 29 years of experience in the finance industry.
Linda Clarkson (CRD# 4200507) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 23 years of experience in the finance industry.
William Clary (CRD# 2300201) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 31 years of experience in the finance industry. William Clary 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.
Laura Cogdell (CRD# 4985850) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Medford, OR and has over 16 years of experience in the finance industry.