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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
Jian Boldi (CRD# 5233017) is an Investment Advisor Representative working at Lpl Financial LLC in Chandler, AZ and has over 16 years of experience in the finance industry.
Tommie Bonner (CRD# 6589792) is an Investment Advisor Representative working at Edward Jones in Gilbert, AZ and has over 7 years of experience in the finance industry.
Craig Bottolfson (CRD# 5366466) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 16 years of experience in the finance industry.
James Brandt (CRD# 2705442) is an Investment Advisor Representative working at Morgan Stanley in Gilbert, AZ and has over 11 years of experience in the finance industry.
Amy Brough (CRD# 2363479) is an Investment Advisor Representative working at Edward Jones in Queen Creek , AZ and has over 30 years of experience in the finance industry.
David Brown (CRD# 1844458) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chandler, AZ and has over 35 years of experience in the finance industry.
Brandi Burgess (CRD# 6533593) is an Investment Advisor Representative working at Edward Jones in Chandler, AZ and has over 8 years of experience in the finance industry.
Nathan Burhans (CRD# 5599192) is an Investment Advisor Representative working at Morgan Stanley in Gilbert, AZ and has over 15 years of experience in the finance industry.
Manuel Canales (CRD# 2949381) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chandler, AZ and has over 26 years of experience in the finance industry. Manuel Canales 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.
Travis Carlisle (CRD# 4189543) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilbert, AZ and has over 23 years of experience in the finance industry.