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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
Shawn Downey (CRD# 4590108) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, OR and has over 20 years of experience in the finance industry.
Gary Duell (CRD# 2510814) is an Investment Advisor Representative working at Duell Wealth Preservation in Portland, OR and has over 29 years of experience in the finance industry.
Dean Duncan (CRD# 5860789) is an Investment Advisor Representative working at Duncan, Dean Bryan in Portland, OR and has 1 year of experience in the finance industry.
Jody Duncan (CRD# 2910327) is an Investment Advisor Representative working at Insight Advisors Nw, LLC in Beaverton, OR and has over 26 years of experience in the finance industry. Jody Duncan 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.
Patricia Dunn (CRD# 5318465) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 16 years of experience in the finance industry.
Michael Eaton (CRD# 4820919) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Beaverton, OR and has over 19 years of experience in the finance industry.
Aaron Eichenbaum (CRD# 6244973) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hillsboro, OR and has over 10 years of experience in the finance industry.
Jeffrey Eischen (CRD# 5753349) is an Investment Advisor Representative working at Pace Financial Advisors in Hillsboro, OR and has over 14 years of experience in the finance industry.
Timothy Ellis (CRD# 200480) is an Investment Advisor Representative working at Skyline Asset Management Company in Beaverton, OR and has over 28 years of experience in the finance industry.
David Erlandson (CRD# 1431090) is an Investment Advisor Representative working at Erlandson Wealth Management in Beaverton, OR and has over 30 years of experience in the finance industry. David Erlandson 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.