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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
Michael Roberts (CRD# 4700058) is an Investment Advisor Representative working at The Strategic Financial Alliance in Eugene, OR and has over 20 years of experience in the finance industry.
Rory Robison (CRD# 4050256) is an Investment Advisor Representative working at Eagle Strategies LLC in Eugene, OR and has over 24 years of experience in the finance industry. Rory Robison 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.
Jillian Roehl (CRD# 6839089) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 6 years of experience in the finance industry.
Thomas Roehl (CRD# 1056108) is an Investment Advisor Representative working at Roehl & Yi Investment Advisors, LLC in Eugene, OR and has over 40 years of experience in the finance industry. Thomas Roehl 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.
Paul Rowe (CRD# 1172757) is an Investment Advisor Representative working at Wedbush Securities Inc. in Eugene, OR and has over 40 years of experience in the finance industry.
Rachel Sanders (CRD# 6559117) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eugene, OR and has over 7 years of experience in the finance industry.
Scott Sanders (CRD# 2776777) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Eugene, OR and has over 27 years of experience in the finance industry. Scott Sanders 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.
Jeffrey Savage (CRD# 4777800) is an Investment Advisor Representative working at Lpl Financial LLC in Eugene, OR and has over 20 years of experience in the finance industry. Jeffrey Savage 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.
Ronda Schleicher (CRD# 3275196) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Eugene, OR and has over 24 years of experience in the finance industry.
Michael Schor (CRD# 5558580) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Eugene, OR and has over 14 years of experience in the finance industry. Michael Schor 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.