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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
Helen Bennett (CRD# 5537416) is an Investment Advisor Representative working at Edward Jones in Philomath, OR and has over 15 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.
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.
Juliette Douglas (CRD# 7286427) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Philomath, OR and has over 3 years of experience in the finance industry.
Severn Thomas (CRD# 5234551) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Philomath, OR and has over 17 years of experience in the finance industry.
Jamie Andresen (CRD# 5619235) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corvallis, OR and has over 13 years of experience in the finance industry.
Greg Bachman (CRD# 2948151) is an Investment Advisor Representative working at Spectrum Strategic Capital Management, LLC in Lake Oswego, OR and has over 19 years of experience in the finance industry. Greg Bachman 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 putclients' interests first and comply with the Financial Planning...
Robert Barry (CRD# 6225083) is an Investment Advisor Representative working at Avantax Advisory Services in Corvallis, OR and has over 10 years of experience in the finance industry.
Jana Basden (CRD# 1291917) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 25 years of experience in the finance industry. Jana Basden 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.
Andrew Beck (CRD# 5886421) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Corvallis, OR and has over 13 years of experience in the finance industry.