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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
Haydn Parry (CRD# 5417766) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Salem, OR and has over 13 years of experience in the finance industry.
Thomas Paterson (CRD# 5352348) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 16 years of experience in the finance industry. Thomas Paterson 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.
Carolyn Pentland (CRD# 4635675) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Corvallis, OR and has over 21 years of experience in the finance industry.
Brandon Perkins (CRD# 6174815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salem, OR and has over 11 years of experience in the finance industry.
Denise Petersen (CRD# 2016985) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Philomath, OR and has over 34 years of experience in the finance industry.
Douglas Phillips (CRD# 5736788) is an Investment Advisor Representative working at Edward Jones in Lebanon, OR and has over 14 years of experience in the finance industry.
Daniel Porth (CRD# 4736560) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salem, OR and has over 20 years of experience in the finance industry.
Michelle Poturich (CRD# 4975165) is an Investment Advisor Representative working at Cuso Financial Services in Corvallis, OR and has over 18 years of experience in the finance industry.
Deborah Rambeck (CRD# 6123237) is an Investment Advisor Representative working at Primerica Advisors in Salem, OR and has over 11 years of experience in the finance industry.
Marianne Regan (CRD# 5047705) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Philomath, OR and has over 13 years of experience in the finance industry.