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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
Benjamin Smith (CRD# 6779985) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Monmouth, OR and has over 8 years of experience in the finance industry.
Jeffery Smith (CRD# 6320512) is an Investment Advisor Representative working at Edward Jones in Lebanon, OR and has over 9 years of experience in the finance industry.
John Smith (CRD# 1953758) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Salem, OR and has over 29 years of experience in the finance industry.
Karen Smith (CRD# 2945809) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Hood River, OR and has over 26 years of experience in the finance industry. Karen Smith 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.
Stephanie Smith (CRD# 2773880) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has over 10 years of experience in the finance industry.
Ronnie Soto (CRD# 2058674) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salem, OR and has over 32 years of experience in the finance industry.
Timothy Sparks (CRD# 6326414) is an Investment Advisor Representative working at Edward Jones in Salem, OR and has over 9 years of experience in the finance industry.
Kelly Stepp (CRD# 4741926) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Corvallis, OR and has over 20 years of experience in the finance industry.
Grant Stewart (CRD# 5097829) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salem, OR and has over 18 years of experience in the finance industry.
James Sturdivant (CRD# 2624168) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salem, OR and has over 29 years of experience in the finance industry.