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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
Thomas McGinnis (CRD# 327716) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Springfield, OR and has over 32 years of experience in the finance industry.
Brandon Parsons (CRD# 5904557) is an Investment Advisor Representative working at Commonwealth Financial Network in Cottage Grove, OR and has over 11 years of experience in the finance industry.
Douglas Richards (CRD# 2356765) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Elmira, OR and has over 31 years of experience in the finance industry. Douglas Richards 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.
Matthew Schneider (CRD# 6907561) is an Investment Advisor Representative working at Cuso Financial Services in Springfield, OR and has over 5 years of experience in the finance industry.
Aaron Shumway (CRD# 4948364) is an Investment Advisor Representative working at Edward Jones in Cottage Grove, OR and has over 19 years of experience in the finance industry.
Scott Stewart (CRD# 6269638) is an Investment Advisor Representative working at Edward Jones in Junction City, OR and has over 10 years of experience in the finance industry.
Joshua Stroud (CRD# 4448453) is an Investment Advisor Representative working at Reign Wealth Logic in Springfield, OR and has over 19 years of experience in the finance industry.
Ann White (CRD# 2888133) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cottage Grove, OR and has over 26 years of experience in the finance industry. Ann White 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.
Troy Wilson (CRD# 4743979) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cottage Grove, OR and has over 19 years of experience in the finance industry.
Christopher Berry (CRD# 6234644) is an Investment Advisor Representative working at Go Wealth Management in Elmira, OR and has 1 year of experience in the finance industry.