-
Distance Only Incline Village, 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
Erin Anderson (CRD# 6133257) is an Investment Advisor Representative working at Atlas Peak Advisors, Inc. in Incline Village, NV and has over 11 years of experience in the finance industry. Erin Anderson 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.
Adam Brinkley-Svanberg (CRD# 6327849) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 9 years of experience in the finance industry.
Stephen Conte (CRD# 5733944) is an Investment Advisor Representative working at Conte Asset Management, LLC in Incline Village, NV and has over 3 years of experience in the finance industry.
Frank Coughlin (CRD# 2424509) is an Investment Advisor Representative working at Frank Thomas Coughlin in Incline Village, NV and has over 29 years of experience in the finance industry.
Carla De Laurentiz (CRD# 5474870) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Incline Village, NV and has over 12 years of experience in the finance industry.
Christopher Delellis (CRD# 6146042) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 11 years of experience in the finance industry.
John Ekin (CRD# 6967868) is an Investment Advisor Representative working at Nest Egg Financial Advisors in Incline Village, NV and has over 6 years of experience in the finance industry.
Lisa Farrier (CRD# 3262734) is an Investment Advisor Representative working at Nest Egg Financial Advisors in Incline Village, NV and has 1 year of experience in the finance industry. Lisa Farrier 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.
Cynthia Ferrell (CRD# 2352210) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Incline Village, NV and has over 30 years of experience in the finance industry.
Matthew Foertsch (CRD# 5367216) is an Investment Advisor Representative working at Athena Wealth Management, LLC in Incline Village, NV and has over 9 years of experience in the finance industry.