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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
Travis Butler (CRD# 5068762) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 18 years of experience in the finance industry.
Hung Butzer (CRD# 6989581) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
Daniel Buxton (CRD# 4612197) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lake Oswego, OR and has over 19 years of experience in the finance industry.
Randolph Byrd (CRD# 1110231) is an Investment Advisor Representative working at Lpl Financial LLC in Clackamas, OR and has over 38 years of experience in the finance industry.
Cody Calabrese (CRD# 6569748) is an Investment Advisor Representative working at Edward Jones in Portland, OR and has over 8 years of experience in the finance industry.
Stephen Calder (CRD# 4764302) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 20 years of experience in the finance industry. Stephen Calder 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.
Martha Caldwell (CRD# 4811945) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portland, OR and has over 19 years of experience in the finance industry.
Robert Caldwell (CRD# 6117463) is an Investment Advisor Representative working at Price Financial Group Wealth Management, Inc. in Portland, OR and has over 11 years of experience in the finance industry. Robert Caldwell 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.
Todd Caldwell (CRD# 2364940) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 31 years of experience in the finance industry. Todd Caldwell 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.
Kent Calhoon (CRD# 2665445) is an Investment Advisor Representative working at Edward Jones in Lake Oswego, OR and has over 28 years of experience in the finance industry.