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Distance Only Flagstaff, AZ
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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
Alyn Rumbold (CRD# 2254032) is an Investment Advisor Representative working at Lpl Financial LLC in Flagstaff, AZ and has over 31 years of experience in the finance industry. Alyn Rumbold 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.
Kathleen Schroeder (CRD# 5731595) is an Investment Advisor Representative working at Babb Wealth Advisors LLC in Flagstaff, AZ and has over 8 years of experience in the finance industry. Kathleen Schroeder 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.
Michael Sherwood (CRD# 4131418) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Flagstaff, AZ and has over 24 years of experience in the finance industry.
Paul Solie (CRD# 5450150) is an Investment Advisor Representative working at Lpl Financial LLC in Flagstaff, AZ and has over 13 years of experience in the finance industry.
Eric Souders (CRD# 2932709) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 25 years of experience in the finance industry.
Joshua Stackhouse (CRD# 6172835) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.
James Straight (CRD# 5416754) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Flagstaff, AZ and has over 16 years of experience in the finance industry.
Todd Sulzer (CRD# 4529085) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Flagstaff, AZ and has over 21 years of experience in the finance industry.
Keith Todhunter-Schaafsma (CRD# 2458357) is an Investment Advisor Representative working at Ascendant Financial Solutions, Inc. in Flagstaff, AZ and has over 30 years of experience in the finance industry. Keith Todhunter-Schaafsma 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.
Joel Vergel De Dios (CRD# 4811045) is an Investment Advisor Representative working at Lpl Financial LLC in Flagstaff, AZ and has over 19 years of experience in the finance industry.