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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
Jeremiah Beam (CRD# 6629375) is an Investment Advisor Representative working at Lpl Financial LLC in Beaverton, OR and has over 7 years of experience in the finance industry.
Jonathan Bebe (CRD# 6432091) is an Investment Advisor Representative working at Onedigital Investment Advisors in Portland, OR and has over 8 years of experience in the finance industry.
David Beck (CRD# 5277934) is an Investment Advisor Representative working at David Beck Financial Services LLC in Portland, OR and has over 17 years of experience in the finance industry. David Beck 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.
Trevor Becker (CRD# 3191413) is an Investment Advisor Representative working at Commonwealth Financial Network in Portland, OR and has over 16 years of experience in the finance industry.
Gretchen Behnke (CRD# 6702148) is an Investment Advisor Representative working at Pearl Financial Planning, LLC in Portland, OR and has over 7 years of experience in the finance industry. Gretchen Behnke 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.
William Bernstein (CRD# 3126233) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Portland, OR and has over 25 years of experience in the finance industry.
Michael Bien (CRD# 4836956) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Beaverton, OR and has over 19 years of experience in the finance industry.
Viviana Bigolin (CRD# 6115662) is an Investment Advisor Representative working at Pfg Advisors in Portland, OR and has over 11 years of experience in the finance industry. Viviana Bigolin 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.
Kendra Biller (CRD# 3233437) is an Investment Advisor Representative working at Jgp Wealth Management, LLC in Portland, OR and has over 24 years of experience in the finance industry.
Jennifer Blake (CRD# 4376268) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newberg, OR and has over 23 years of experience in the finance industry. Jennifer Blake 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.