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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
Miyoko Segawa (CRD# 4550388) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 13 years of experience in the finance industry. Miyoko Segawa 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.
Gretchen Stangier (CRD# 3022236) is an Investment Advisor Representative working at Stangier Wealth Management in Clackamas, OR and has over 26 years of experience in the finance industry. Gretchen Stangier 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.
Alice Tang (CRD# 3219568) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clackamas, OR and has over 24 years of experience in the finance industry.
Anshu Thakur (CRD# 5094665) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clackamas, OR and has over 17 years of experience in the finance industry.
Valerie Wakefield (CRD# 6733356) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 7 years of experience in the finance industry.
Deborah Weller (CRD# 1280240) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Clackamas, OR and has over 38 years of experience in the finance industry.
Robert Wheeler (CRD# 2510064) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 29 years of experience in the finance industry. Robert Wheeler 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.
Stephen Wilmot (CRD# 1309650) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 39 years of experience in the finance industry. Stephen Wilmot 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 Wilson (CRD# 1050576) is an Investment Advisor Representative working at True North Retirement Advisors, LLC in Clackamas, OR and has over 40 years of experience in the finance industry.
Wai Ngan Yu (CRD# 5194234) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 17 years of experience in the finance industry. Wai Ngan Yu 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.