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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
Nicholas Taggart (CRD# 4353676) is an Investment Advisor Representative working at Acr Alpine Capital Research, LLC in Canby, OR and has over 20 years of experience in the finance industry. Nicholas Taggart 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.
Gregory Timmons (CRD# 4824644) is an Investment Advisor Representative working at Edward Jones in Canby, OR and has over 19 years of experience in the finance industry.
Scott Warner (CRD# 4756426) is an Investment Advisor Representative working at Lpl Financial LLC in Canby, OR and has over 20 years of experience in the finance industry.
Ryan Krause (CRD# 6292674) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canby, OR and has over 10 years of experience in the finance industry.
Kassin Mosbrucker (CRD# 7495459) is an Investment Advisor Representative working at Lpl Financial LLC in Canby, OR and has 1 year of experience in the finance industry.
Peri Tharp (CRD# 5115232) is an Investment Advisor Representative working at Edward Jones in Canby, OR and has over 4 years of experience in the finance industry.
Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group in Bellevue, WA. He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Patrick Culligan (CRD# 1053785) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hillsboro, OR and has over 40 years of experience in the finance industry.
Stephen Aaron (CRD# 2279233) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beaverton, OR and has over 31 years of experience in the finance industry.
Chris Abbruzzese (CRD# 2959986) is an Investment Advisor Representative working at Rain Capital Management in Lake Oswego, OR and has over 25 years of experience in the finance industry.