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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
Bridgette Justis (CRD# 5877599) is an Investment Advisor Representative working at Edward Jones in Sublimity, OR and has over 13 years of experience in the finance industry.
Stephen Altman (CRD# 2795104) is an Investment Advisor Representative working at True Private Wealth Advisors, LLC in Salem, OR and has over 27 years of experience in the finance industry.
William Anderson (CRD# 5919156) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salem, OR and has over 12 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.
Jeffrey Beck (CRD# 1450258) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Corvallis, OR and has over 21 years of experience in the finance industry. Jeffrey Beck 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.
Kevin Benefiel (CRD# 6183851) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salem, OR and has over 10 years of experience in the finance industry.