-
Distance Only Salem, OR
-
COMPENSATION Either
-
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
Thomas Paterson (CRD# 5352348) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 16 years of experience in the finance industry. Thomas Paterson 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.
Brandon Perkins (CRD# 6174815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salem, OR and has over 10 years of experience in the finance industry.
Daniel Porth (CRD# 4736560) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Salem, OR and has over 20 years of experience in the finance industry.
Deborah Rambeck (CRD# 6123237) is an Investment Advisor Representative working at Primerica Advisors in Salem, OR and has over 11 years of experience in the finance industry.
Phillip Ridling (CRD# 6915919) is an Investment Advisor Representative working at Edward Jones in Salem, OR and has over 5 years of experience in the finance industry.
Allan Ross (CRD# 2858227) is an Investment Advisor Representative working at Nbc Capital Advisors in Salem, OR and has over 27 years of experience in the finance industry. Allan Ross 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.
Robert Rubottom (CRD# 4078959) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Salem, OR and has over 24 years of experience in the finance industry.
Shawn Ryan (CRD# 2868356) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Salem, OR and has over 27 years of experience in the finance industry.
Walter Sagner (CRD# 2980131) is an Investment Advisor Representative working at The Legacy Group, Ltd. in Salem, OR and has over 25 years of experience in the finance industry. Walter Sagner 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.
Wolfgang Sailler (CRD# 2174284) is an Investment Advisor Representative working at Goldmark Financial Planners, LLC in Salem, OR and has over 32 years of experience in the finance industry. Wolfgang Sailler 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.