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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
Edward Rubin (CRD# 4018194) is an Investment Advisor Representative working at Cuso Financial Services in Grants Pass, OR and has over 24 years of experience in the finance industry.
Nathan Salhus (CRD# 5563079) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grants Pass, OR and has over 15 years of experience in the finance industry.
Nancy Sash (CRD# 3207922) is an Investment Advisor Representative working at Avantax Advisory Services in Medford, OR and has over 24 years of experience in the finance industry. Nancy Sash 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.
David Sayler (CRD# 5238196) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Medford, OR and has over 17 years of experience in the finance industry.
Shad Shriver (CRD# 5240992) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 17 years of experience in the finance industry.
Dennis Silva (CRD# 4249892) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 23 years of experience in the finance industry.
Michal Slate (CRD# 5077332) is an Investment Advisor Representative working at Lpl Financial LLC in Medford, OR and has over 18 years of experience in the finance industry. Michal Slate 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.
David Smith (CRD# 1370586) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medford, OR and has over 38 years of experience in the finance industry. David Smith 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.
Joseph Soto (CRD# 5571573) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 12 years of experience in the finance industry.
Joseph Spurgeon (CRD# 4322269) is an Investment Advisor Representative working at Lpl Financial LLC in Central Point, OR and has over 19 years of experience in the finance industry.