-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Sean McGillivray (CRD# 6135768) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 11 years of experience in the finance industry.
Kevin McLoughlin (CRD# 6168868) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 10 years of experience in the finance industry.
Melissa Mlasko (CRD# 5553386) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 8 years of experience in the finance industry.
Shawn Molloy (CRD# 2872454) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 22 years of experience in the finance industry.
Andrew Murphy-Rouse (CRD# 7008853) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 5 years of experience in the finance industry.
Nicholas Nachbur (CRD# 4314885) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Medford, OR and has over 23 years of experience in the finance industry.
Karen Nicholson (CRD# 1182758) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 39 years of experience in the finance industry.
Susan Niedwick (CRD# 2916012) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 26 years of experience in the finance industry. Susan Niedwick 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.
Matthew Patten (CRD# 2762796) is an Investment Advisor Representative working at Cutler Investment Group in Jacksonville, OR and has over 20 years of experience in the finance industry.
Jason Peters (CRD# 4252863) is an Investment Advisor Representative working at Commonwealth Financial Network in Medford, OR and has over 23 years of experience in the finance industry. Jason Peters 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.