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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
Erik Peterson (CRD# 5464792) is an Investment Advisor Representative working at Commonwealth Financial Network in Medford, OR and has over 16 years of experience in the finance industry.
Donald Prescott (CRD# 4608027) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Medford, OR and has over 21 years of experience in the finance industry. Donald Prescott 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 Preszler (CRD# 4992341) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 18 years of experience in the finance industry. David Preszler 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.
Ava Reed (CRD# 6342655) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 9 years of experience in the finance industry.
Tracy Richards (CRD# 6041222) is an Investment Advisor Representative working at Fidelis Im in Medford, OR and has over 12 years of experience in the finance industry.
Anthony Roa (CRD# 6579114) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, OR and has over 8 years of experience in the finance industry.
Tracy Ronningen (CRD# 705560) is an Investment Advisor Representative working at Skyoak Wealth in Medford, OR and has over 29 years of experience in the finance industry.
Nathan Salhus (CRD# 5563079) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Medford, 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.