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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
James Haney (CRD# 6428110) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Beaverton, OR and has over 9 years of experience in the finance industry.
Ronald Hannegan (CRD# 5959345) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 12 years of experience in the finance industry.
William Harris (CRD# 4949226) is an Investment Advisor Representative working at Longstream Capital Management LLC in Portland, OR and has 1 year of experience in the finance industry.
Diana Harrison (CRD# 4333412) is an Investment Advisor Representative working at Financial Investment Team ("fit") in Portland, OR and has over 23 years of experience in the finance industry. Diana Harrison 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.
Brian Harvey (CRD# 4867847) is an Investment Advisor Representative working at Edward Jones in Hillsboro, OR and has over 19 years of experience in the finance industry.
Justin Harvey (CRD# 5809051) is an Investment Advisor Representative working at Apm Wealth in Portland, OR and has over 13 years of experience in the finance industry. Justin Harvey 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.
Ryan Harvey (CRD# 6087348) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.
Christopher Hatfield (CRD# 5733146) is an Investment Advisor Representative working at Defined Wealth Management, LLC in Beaverton, OR and has over 14 years of experience in the finance industry. Christopher Hatfield 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.
Sarah Heesacker (CRD# 6721042) is an Investment Advisor Representative working at Edward Jones in Hillsboro, OR and has over 7 years of experience in the finance industry.
Christopher Hill (CRD# 4651114) is an Investment Advisor Representative working at Edward Jones in Hillsboro, OR and has over 21 years of experience in the finance industry.