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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
Lyle Cole (CRD# 2187064) is an Investment Advisor Representative working at Bco Wealth Management, LLC in Carlsbad, NM and has over 32 years of experience in the finance industry.
William Irving (CRD# 6230931) is an Investment Advisor Representative working at Lpl Financial LLC in Carlsbad, NM and has over 10 years of experience in the finance industry. William Irving 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.
Christopher Jones (CRD# 6315532) is an Investment Advisor Representative working at Edward Jones in Carlsbad, NM and has over 9 years of experience in the finance industry.
Justin McGeath (CRD# 5183105) is an Investment Advisor Representative working at Edward Jones in Carlsbad, NM and has over 17 years of experience in the finance industry.
John Overstreet (CRD# 3065160) is an Investment Advisor Representative working at Bco Wealth Management, LLC in Carlsbad, NM and has over 25 years of experience in the finance industry.
Janis Trone (CRD# 6761083) is an Investment Advisor Representative working at Edward Jones in Carlsbad, NM and has over 5 years of experience in the finance industry.
Paul Trone (CRD# 2543592) is an Investment Advisor Representative working at Edward Jones in Carlsbad, NM and has over 29 years of experience in the finance industry.
Bradley Cole (CRD# 7439066) is an Investment Advisor Representative working at Bco Wealth Management, LLC in Carlsbad, NM and has over 2 years of experience in the finance industry.
Nickolas Walker (CRD# 7174800) is an Investment Advisor Representative working at Edward Jones in Carlsbad, NM and has over 4 years of experience in the finance industry.