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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
Janelle Bergstrom (CRD# 2808726) is an Investment Advisor Representative working at Lpl Financial LLC in Vancouver, WA and has over 27 years of experience in the finance industry.
Mark Bernazzani (CRD# 5566001) is an Investment Advisor Representative working at My Personal Cfo, LLC in Vancouver, WA and has over 14 years of experience in the finance industry. Mark Bernazzani 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.
Patsy Berner (CRD# 1146726) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 40 years of experience in the finance industry.
Keith Bernhardt (CRD# 6187513) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 11 years of experience in the finance industry.
Natalie Berning (CRD# 6382718) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Oswego, OR and has over 9 years of experience in the finance industry.
Ryan Berning (CRD# 6755794) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Portland, OR and has over 7 years of experience in the finance industry. Ryan Berning 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.
William Bernstein (CRD# 3126233) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Portland, OR and has over 25 years of experience in the finance industry.
Justin Berry (CRD# 5554822) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oregon City, OR and has over 14 years of experience in the finance industry. Justin Berry 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.
Scott Berry (CRD# 5993182) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Camas, WA and has over 12 years of experience in the finance industry. Scott Berry 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.
Thomas Berry (CRD# 1313431) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 38 years of experience in the finance industry.