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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
Phillip Long (CRD# 7047872) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 4 years of experience in the finance industry.
Teresa Lulay (CRD# 3017136) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Salem, OR and has over 23 years of experience in the finance industry.
Travis Lulay (CRD# 7257732) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Stayton, OR and has over 3 years of experience in the finance industry.
Jorge Martinez (CRD# 4876040) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salem, OR and has over 11 years of experience in the finance industry.
Jessica McNannay (CRD# 7655818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salem, OR and has 1 year of experience in the finance industry.
Ryan Mendenhall (CRD# 7777732) is an Investment Advisor Representative working at Avantax Advisory Services in Corvallis, OR and has 1 year of experience in the finance industry.
Kristin Meyer (CRD# 7484459) is an Investment Advisor Representative working at Edward Jones in Mc Minnville, OR and has over 2 years of experience in the finance industry.
Jeffrey Mills (CRD# 4516250) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Corvallis, OR and has over 22 years of experience in the finance industry.
Joseph Morelli (CRD# 7506257) is an Investment Advisor Representative working at Keudell Morrison Wealth Management, LLC in Salem, OR and has 1 year of experience in the finance industry. Joseph Morelli 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.
Gabriella Northrop (CRD# 7056415) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salem, OR and has over 2 years of experience in the finance industry.