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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
Matthew Petrone (CRD# 4903921) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, OR and has over 19 years of experience in the finance industry.
Clayton Phillips (CRD# 5746218) is an Investment Advisor Representative working at Clarity Financial, LLC in Beaverton, OR and has over 12 years of experience in the finance industry. Clayton Phillips 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.
Kathy Phillips (CRD# 2843243) is an Investment Advisor Representative working at Lpl Financial LLC in Beaverton, OR and has over 27 years of experience in the finance industry.
Justin Pike (CRD# 4677340) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hillsboro, OR and has over 14 years of experience in the finance industry.
Barbara Platz (CRD# 1460850) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, OR and has over 38 years of experience in the finance industry.
Ronald Pompel (CRD# 4259487) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 23 years of experience in the finance industry.
Lisa Porpora (CRD# 2352275) is an Investment Advisor Representative working at Key Investment Services LLC in Aloha, OR and has over 29 years of experience in the finance industry.
Paul Post (CRD# 4734062) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 19 years of experience in the finance industry.
Dale Potts (CRD# 3147234) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 25 years of experience in the finance industry.
Robert Prall (CRD# 2585465) is an Investment Advisor Representative working at Rx Investment Solutions LLC in Portland, OR and has over 29 years of experience in the finance industry.