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Distance Only Bend, OR
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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
Robert Costello (CRD# 5907311) is an Investment Advisor Representative working at Costello Financial Planning, Inc. in Bend, OR and has 1 year of experience in the finance industry. Robert Costello 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.
Brett Couch (CRD# 4259680) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bend, OR and has over 23 years of experience in the finance industry.
Patrick Crook (CRD# 2369201) is an Investment Advisor Representative working at Lpl Financial LLC in Bend, OR and has over 30 years of experience in the finance industry.
Suzanne Daniel (CRD# 5484231) is an Investment Advisor Representative working at My Legacy Advisors, LLC in Bend, OR and has over 15 years of experience in the finance industry. Suzanne Daniel 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.
Brian Debels (CRD# 5219989) is an Investment Advisor Representative working at Asi Wealth Management & Consulting Services in Bend, OR and has over 21 years of experience in the finance industry.
Drew Dill (CRD# 7044007) is an Investment Advisor Representative working at Hightower Advisors, LLC in Bend, OR and has over 5 years of experience in the finance industry.
Mary Dill (CRD# 4821088) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Bend, OR and has over 19 years of experience in the finance industry.
Barbara Doust-Boggess (CRD# 4652312) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bend, OR and has over 18 years of experience in the finance industry.
Douglas Downer (CRD# 2155815) is an Investment Advisor Representative working at Sundowner Capital Management LLC in Bend, OR and has over 32 years of experience in the finance industry.
Mary Ericksen (CRD# 6425213) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Bend, OR and has over 10 years of experience in the finance industry. Mary Ericksen 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.