-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Brady Ball (CRD# 6527489) is an Investment Advisor Representative working at Adero Partners, LLC in Portland, OR and has over 6 years of experience in the finance industry.
Keith Bandettini (CRD# 5734091) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Beaverton, OR and has over 14 years of experience in the finance industry. Keith Bandettini 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 Bartleson (CRD# 4678862) is an Investment Advisor Representative working at Edward Jones in Longview, WA and has over 20 years of experience in the finance industry.
Joe Bartlett (CRD# 5217537) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portalnd, OR and has over 17 years of experience in the finance industry.
Nathan Bauer (CRD# 6232690) is an Investment Advisor Representative working at Pace Financial Advisors in Hillsboro, OR and has over 10 years of experience in the finance industry.
Ethan Bays (CRD# 6220752) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 9 years of experience in the finance industry. Ethan Bays 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.
Timothy Bean (CRD# 4918010) is an Investment Advisor Representative working at Liberty Capital in Portland, OR and has over 19 years of experience in the finance industry.
Malcolm Beard (CRD# 5573195) is an Investment Advisor Representative working at Cuso Financial Services in Vancouver, WA and has over 11 years of experience in the finance industry.
William Beatty (CRD# 2131701) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portalnd, OR and has over 33 years of experience in the finance industry.
Shalisa Beck (CRD# 1918112) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 17 years of experience in the finance industry. Shalisa 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.