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Distance Only Medford, OR
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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
Jonna Robinson (CRD# 7491221) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 2 years of experience in the finance industry.
Cynthia Sanders (CRD# 7489329) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medford, OR and has 1 year of experience in the finance industry.
Jimmie Smith (CRD# 2720578) is an Investment Advisor Representative working at Edward Jones in Medford, OR and has over 27 years of experience in the finance industry.
Mark Sosey (CRD# 1615386) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Medford, OR and has over 37 years of experience in the finance industry. Mark Sosey 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.
Christopher Van Horn (CRD# 7542822) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Medford, OR and has 1 year of experience in the finance industry.
Kelly White (CRD# 7818182) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medford, OR and has 1 year of experience in the finance industry.
Russ Wimmer (CRD# 5340247) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Medford, OR and has over 16 years of experience in the finance industry.
Rory Wold (CRD# 3060102) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Medford, OR and has over 23 years of experience in the finance industry.
Nathaniel Hardy (CRD# 7050206) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 5 years of experience in the finance industry.