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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
Corey Levine (CRD# 1878968) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 35 years of experience in the finance industry.
Garry Liday (CRD# 1824144) is an Investment Advisor Representative working at Retirement Asset Managers, Inc. in King City, OR and has over 36 years of experience in the finance industry.
Brent Lince (CRD# 5793665) is an Investment Advisor Representative working at Cgn Advisors, LLC in Hillsboro, OR and has over 13 years of experience in the finance industry. Brent Lince 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.
Mary Locke (CRD# 1268397) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 26 years of experience in the finance industry.
Vivian Lopez (CRD# 2535336) is an Investment Advisor Representative working at Mutual Advisors, LLC in Forest Grove, OR and has over 29 years of experience in the finance industry.
Jerald Lyda (CRD# 5109451) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 18 years of experience in the finance industry.
Whitney Maher (CRD# 4991630) is an Investment Advisor Representative working at Government Portfolio Advisors LLC in Portland, OR and has over 13 years of experience in the finance industry.
Sam Manafi (CRD# 6570974) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, OR and has over 7 years of experience in the finance industry.
James Mann (CRD# 2743096) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 27 years of experience in the finance industry.
Damon Mapes (CRD# 4011748) is an Investment Advisor Representative working at Lpl Financial LLC in Hillsboro, OR and has over 24 years of experience in the finance industry.