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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
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.
Patrick Gaskill (CRD# 4271706) is an Investment Advisor Representative working at Lpl Financial LLC in Minden, NV and has over 23 years of experience in the finance industry. Patrick Gaskill 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.
Henry Goldstone (CRD# 3264159) is an Investment Advisor Representative working at Lpl Financial LLC in Gardnerville, NV and has over 24 years of experience in the finance industry.
Marshall Grant (CRD# 2138912) is an Investment Advisor Representative working at Morgan Stanley in Incline Village, NV and has over 32 years of experience in the finance industry.
Alex Gutt (CRD# 5122703) is an Investment Advisor Representative working at Alpenglobal Capital, LLC in Tahoe City, CA and has over 17 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.
Hunter Harris CFA, CFP® is a flat, fee-only investment advisor in Zephyr Cove, NV.
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.
Chadd Hoeft (CRD# 3251374) is an Investment Advisor Representative working at Western International Securities in Crystal Bay, NV and has over 24 years of experience in the finance industry.