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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
Daniel Colwill (CRD# 3208498) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 20 years of experience in the finance industry.
Nancy Congdon (CRD# 2136551) is an Investment Advisor Representative working at Blue Water Wealth in Portland, OR and has over 31 years of experience in the finance industry. Nancy Congdon 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 Conley (CRD# 4755345) is an Investment Advisor Representative working at Conley, William J. in Portland, OR and has over 21 years of experience in the finance industry.
Evan Connell (CRD# 3128446) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Portland, OR and has over 8 years of experience in the finance industry.
Michael Connell (CRD# 2923410) is an Investment Advisor Representative working at Edward Jones in Lake Oswego, OR and has over 26 years of experience in the finance industry.
Julie Connor (CRD# 6814909) is an Investment Advisor Representative working at Taurus Capital Advisors, LLC in Lake Oswego, OR and has over 6 years of experience in the finance industry.
Dirk Conradie (CRD# 6014040) is an Investment Advisor Representative working at Wealth Advisors Nw in Portland, OR and has over 11 years of experience in the finance industry.
William Conroy (CRD# 1345235) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 39 years of experience in the finance industry.
Matthew Conti (CRD# 3004214) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 26 years of experience in the finance industry.
Scott Conyers (CRD# 1572731) is an Investment Advisor Representative working at Scott Conyers Capital Management, Inc. in Aurora, OR and has 1 year of experience in the finance industry.