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Distance Only Tigard, 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
Robert Krage (CRD# 5316607) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tigard, OR and has over 16 years of experience in the finance industry.
Jeffrey Kuest (CRD# 2754822) is an Investment Advisor Representative working at Counterpoint Capital Advisers, LLC in Tigard, OR and has over 27 years of experience in the finance industry.
Jonathan Lawry (CRD# 4674432) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tigard, OR and has over 19 years of experience in the finance industry. Jonathan Lawry 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.
Craig Lewelling (CRD# 2402982) is an Investment Advisor Representative working at Lpl Financial LLC in Tigard, OR and has over 30 years of experience in the finance industry.
Ronald Marsh (CRD# 2241694) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tigard, OR and has over 30 years of experience in the finance industry.
Daniel Martin (CRD# 321102) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tigard, OR and has over 24 years of experience in the finance industry.
Lynn McKelvey (CRD# 2447958) is an Investment Advisor Representative working at Mckelvey Wealth Management, LLC in Tigard, OR and has over 21 years of experience in the finance industry.
Scott McKinley (CRD# 4204222) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tigard, OR and has over 23 years of experience in the finance industry.
Holly McNeil (CRD# 5688859) is an Investment Advisor Representative working at Edward Jones in Tigard, OR and has over 14 years of experience in the finance industry.
Jane Miller (CRD# 4384787) is an Investment Advisor Representative working at Lpl Financial LLC in Tigard, OR and has over 22 years of experience in the finance industry. Jane Miller 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.