-
Distance Only Carson City, NV
-
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
James Aljian (CRD# 1489018) is an Investment Advisor Representative working at Aljian Capital Management in Carson City, NV and has over 36 years of experience in the finance industry.
Daniel Bowler (CRD# 2740321) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carson City, NV and has over 27 years of experience in the finance industry.
Matthew Collier (CRD# 2515058) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Carson City, NV and has over 29 years of experience in the finance industry.
John Dooley (CRD# 5241370) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 17 years of experience in the finance industry.
James Foster (CRD# 2984055) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 25 years of experience in the finance industry. James Foster 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.
Marc Fresia (CRD# 5868691) is an Investment Advisor Representative working at Lpl Financial LLC in Carson City, NV and has over 13 years of experience in the finance industry.
Michael Haakinson (CRD# 4857793) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has over 18 years of experience in the finance industry.
Sandra Heers (CRD# 2205757) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Carson City, NV and has over 32 years of experience in the finance industry. Sandra Heers 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 Kaplan (CRD# 4469396) is an Investment Advisor Representative working at Avantax Advisory Services in Carson City, NV and has over 21 years of experience in the finance industry.
Marilyn Lewis (CRD# 3046281) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carson City, NV and has over 25 years of experience in the finance industry.