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Todd H

Series 63, Series 66

Corvallis, OR

Raymond James Financial

Todd Harrison is a financial advisor with Raymond James Financial Services Advisors, Inc. in Corvallis, OR. He holds Series 63 and Series 66 designations and has 8 years of industry experience. Todd has been with Raymond James since 2016 and is also associated with First Tech Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and advisory services, incorporating analytical tools and risk profiling, and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ernest R

Series 66

Corvallis, OR

Raymond James Financial

Ernest Robledo Jr. is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previous work experience with First Tech Federal Credit Union and Oregon State Credit Union. Outside of his advisory role, he also works as an associate supporting advisors at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports both institutional consulting and municipal finance work within a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Shannon G

Series 63, Series 66

Corvallis, OR

Raymond James Financial

Shannon Graham is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors, Inc. since 2012. Graham has also served as a financial advisor for First Tech Federal Credit Union since 2014 and was involved with Revenge Cycling & Promotions, LLC from 2013 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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