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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 Brainard (CRD# 4274774) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 23 years of experience in the finance industry.
Jacob Brown (CRD# 6591485) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Medford, OR and has over 7 years of experience in the finance industry.
Scott Bybee (CRD# 2723518) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Medford, OR and has over 27 years of experience in the finance industry.
Mark Chirgwin (CRD# 2547098) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 29 years of experience in the finance industry.
Linda Clarkson (CRD# 4200507) is an Investment Advisor Representative working at Sequent Planning, LLC in Medford, OR and has over 23 years of experience in the finance industry.
William Clary (CRD# 2300201) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 31 years of experience in the finance industry. William Clary 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.
Laura Cogdell (CRD# 4985850) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Medford, OR and has over 16 years of experience in the finance industry.
Lawrence Cogdell (CRD# 803071) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Medford, OR and has over 30 years of experience in the finance industry. Lawrence Cogdell 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.
Marc Cooper (CRD# 6863406) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Medford, OR and has over 6 years of experience in the finance industry.
Christopher Debeikes (CRD# 5924861) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medford, OR and has over 12 years of experience in the finance industry.