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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
Melanie Carpenter (CRD# 4257342) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 18 years of experience in the finance industry.
Michael Carrano (CRD# 4670490) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portland, OR and has over 20 years of experience in the finance industry.
Linde Carroll (CRD# 5905398) is an Investment Advisor Representative working at Momentous Wealth Management, Inc. in Vancouver, WA and has over 12 years of experience in the finance industry. Linde Carroll 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.
Richard Carroll (CRD# 2631330) is an Investment Advisor Representative working at Rt Carroll & Company in Portland, OR and has over 9 years of experience in the finance industry.
Konstantina Castro (CRD# 4606835) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Vancouver, WA and has over 20 years of experience in the finance industry.
Randy Cater (CRD# 4221680) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 23 years of experience in the finance industry.
Lloyd Caudle (CRD# 4689423) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 20 years of experience in the finance industry.
Todd Caudle (CRD# 2007952) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lake Oswego, OR and has over 34 years of experience in the finance industry.
Daniel Cavagnaro (CRD# 1392891) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Lake Oswego, OR and has over 38 years of experience in the finance industry.
Joshua Cepeda (CRD# 4314742) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Portland, OR and has over 23 years of experience in the finance industry. Joshua Cepeda 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.