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Distance Only Clackamas, 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
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.
Leslie Warren (CRD# 4134674) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 24 years of experience in the finance industry.
Kristiana Harding (CRD# 7158073) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clackamas, OR and has over 4 years of experience in the finance industry.
Lidia Mazun (CRD# 5140094) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clackamas, OR and has over 16 years of experience in the finance industry.
Gabriela Moran (CRD# 6978300) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clackamas, OR and has over 5 years of experience in the finance industry.
Jack Nadelhoffer (CRD# 7579465) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clackamas, OR and has 1 year of experience in the finance industry.
Ryan Paulson (CRD# 5653385) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clackamas, OR and has over 15 years of experience in the finance industry.
Justin Perry (CRD# 7550637) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clackamas, OR and has 1 year of experience in the finance industry.
Hayley Porter (CRD# 7341688) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clackamas, OR and has 1 year of experience in the finance industry.