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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
Brock Allen (CRD# 4707914) is an Investment Advisor Representative working at Edward Jones in Lake Zurich, IL and has over 20 years of experience in the finance industry.
Kimberly Betke (CRD# 5131101) is an Investment Advisor Representative working at Primerica Advisors in Lake Zurich, IL and has over 18 years of experience in the finance industry.
Roy Brown (CRD# 2194463) is an Investment Advisor Representative working at Trueman Brown in Lake Zurich, IL and has over 32 years of experience in the finance industry. Roy Brown 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.
Walter Cosmo (CRD# 2518712) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lake Zurich, IL and has over 29 years of experience in the finance industry.
Michael Davern (CRD# 1251253) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Zurich, IL and has over 37 years of experience in the finance industry.
James Duncan (CRD# 1781313) is an Investment Advisor Representative working at Edward Jones in Lake Zurich, IL and has over 36 years of experience in the finance industry.
Sean Dwyer (CRD# 5669237) is an Investment Advisor Representative working at Edward Jones in Lake Zurich, IL and has over 13 years of experience in the finance industry.
Teresa Ferrer (CRD# 3024524) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 25 years of experience in the finance industry.
Leland Galan (CRD# 5957694) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Zurich, IL and has over 12 years of experience in the finance industry.
Sumeet Gupta (CRD# 4622257) is an Investment Advisor Representative working at Primerica Advisors in Lake Zurich, IL and has over 21 years of experience in the finance industry.