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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
Stuart Allen (CRD# 3014735) is an Investment Advisor Representative working at Allen Capital Management, LLC in Vancouver, WA and has 1 year of experience in the finance industry.
Jessica Allison (CRD# 5690348) is an Investment Advisor Representative working at Vista Capital Partners, Inc. in Portland, OR and has over 6 years of experience in the finance industry. Jessica Allison 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.
Brooke Anderson (CRD# 6556696) is an Investment Advisor Representative working at Scott Capital Advisors, LLC in Portland, OR and has over 6 years of experience in the finance industry.
David Anderson (CRD# 6721929) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 6 years of experience in the finance industry.
John Anderson (CRD# 2602329) is an Investment Advisor Representative working at Anderson & Anderson Advisory, LLC in Longview, WA and has over 26 years of experience in the finance industry.
Max Anderson (CRD# 2447255) is an Investment Advisor Representative working at Anderson & Anderson Advisory, LLC in Longview, WA and has over 30 years of experience in the finance industry.
Michael Anderson (CRD# 2303355) is an Investment Advisor Representative working at Commonwealth Financial Network in Portland, OR and has over 31 years of experience in the finance industry. Michael Anderson 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.
Taylor Anderson (CRD# 6812068) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has over 6 years of experience in the finance industry. Taylor Anderson 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.
Jake Andl (CRD# 7006129) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
Aaron Argiso (CRD# 6728970) is an Investment Advisor Representative working at Harlow Wealth Management, Inc. in Vancouver, WA and has over 7 years of experience in the finance industry. Aaron Argiso 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.