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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
Elise Humphreys (CRD# 7416015) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has 1 year of experience in the finance industry.
Benjamin Kline (CRD# 7427487) is an Investment Advisor Representative working at Edward Jones in Ashland, OR and has over 2 years of experience in the finance industry.
Melissa Mantzouranis (CRD# 7787606) is an Investment Advisor Representative working at Edward Jones in Ashland, OR and has 1 year of experience in the finance industry.
Christopher Patterson (CRD# 5240961) is an Investment Advisor Representative working at Retirement Planning Specialists, Inc. in Ashland, OR and has over 17 years of experience in the finance industry.
Lebeau Potgieter (CRD# 4918906) is an Investment Advisor Representative working at Avantax Advisory Services in Ashland, OR and has over 3 years of experience in the finance industry.
Chad Smith (CRD# 2702144) is an Investment Advisor Representative working at Retirement Planning Specialists, Inc. in Ashland, OR and has over 28 years of experience in the finance industry. Chad 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.
Katrina Williams (CRD# 2929277) is an Investment Advisor Representative working at Edward Jones in Ashland, OR and has 1 year of experience in the finance industry.
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.