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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
Jeffrey Katz (CRD# 1240739) is an Investment Advisor Representative working at Lpl Financial LLC in Incline Village, NV and has over 40 years of experience in the finance industry.
Joshua Larson (CRD# 7123898) is an Investment Advisor Representative working at Lpl Financial LLC in Minden, NV and has over 4 years of experience in the finance industry. Joshua Larson 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.
Samuel McChesney (CRD# 7333958) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 3 years of experience in the finance industry.
James Nealis (CRD# 5584532) is an Investment Advisor Representative working at Eagle Strategies LLC in South Lake Tahoe, CA and has over 14 years of experience in the finance industry.
Jennifer Nelson (CRD# 5636991) is an Investment Advisor Representative working at Avantax Advisory Services in Carson City, NV and has 1 year of experience in the finance industry.
Austin Norton (CRD# 7392981) is an Investment Advisor Representative working at Allworth Financial, LP in Incline Village, NV and has 1 year of experience in the finance industry.
Jan Nyssen (CRD# 7724320) is an Investment Advisor Representative working at Edward Jones in Carson City, NV and has 1 year of experience in the finance industry.
Taylor Ohl (CRD# 6570476) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Minden, NV and has over 8 years of experience in the finance industry.
Lydia Romero (CRD# 7476503) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carson City, NV and has over 2 years of experience in the finance industry.
Alexander Saf (CRD# 7706868) is an Investment Advisor Representative working at Sierra Summit Advisors LLC in Incline Village, NV and has 1 year of experience in the finance industry.