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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
Kevin Morrice (CRD# 1282628) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, OR and has over 39 years of experience in the finance industry.
Kristy Motta (CRD# 2450470) is an Investment Advisor Representative working at Consolidated Financial Management Corp. in Beaverton, OR and has over 28 years of experience in the finance industry. Kristy Motta 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.
Christopher Moyer (CRD# 5970521) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, OR and has over 12 years of experience in the finance industry. Christopher Moyer 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.
Carrie Mullins (CRD# 2610547) is an Investment Advisor Representative working at Lpl Financial LLC in Tigard, OR and has over 29 years of experience in the finance industry.
Edward Murphy (CRD# 1345333) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, OR and has over 37 years of experience in the finance industry.
David Nanson (CRD# 3035581) is an Investment Advisor Representative working at Nbc Capital Advisors in Beaverton, OR and has over 26 years of experience in the finance industry.
Alan Nelson (CRD# 4485576) is an Investment Advisor Representative working at Sterling Investment Management, Inc. in Beaverton, OR and has 1 year of experience in the finance industry. Alan Nelson 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.
Traci Nelson (CRD# 5671040) is an Investment Advisor Representative working at Commonwealth Financial Network in Beaverton, OR and has over 8 years of experience in the finance industry. Traci Nelson 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.
Christian Nesher (CRD# 4702767) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Portland, OR and has over 20 years of experience in the finance industry. Christian Nesher 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.
Susan Nestor (CRD# 5263933) is an Investment Advisor Representative working at Rose City Investment Consulting LLC in Portland, OR and has over 23 years of experience in the finance industry. Susan Nestor 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.