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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 Bourgeois (CRD# 6445301) is an Investment Advisor Representative working at Edward Jones in Lebanon, IL and has over 8 years of experience in the finance industry.
Mark Caticchio (CRD# 4175743) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lebanon, IL and has over 23 years of experience in the finance industry.
Paul Jansen (CRD# 5721940) is an Investment Advisor Representative working at Edward Jones in Lebanon, IL and has over 14 years of experience in the finance industry.
Robert Freshour (CRD# 1564319) is an Investment Advisor Representative working at Markowski Investments in Lebanon, IL and has over 36 years of experience in the finance industry.
Daniel Adler (CRD# 5822862) is an Investment Advisor Representative working at Wells Fargo Advisors in Saint Louis, MO and has over 12 years of experience in the finance industry.
Amy Aichholz Pachan (CRD# 3067360) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Louis, MO and has over 23 years of experience in the finance industry.
Dale Alcorn (CRD# 2137232) is an Investment Advisor Representative working at Lpl Financial LLC in Wood River, IL and has over 33 years of experience in the finance industry.
Paul Alegnani (CRD# 2540163) is an Investment Advisor Representative working at Archford Capital Strategies, LLC in Swansea, IL and has over 29 years of experience in the finance industry.
Joe Allaria (CRD# 6122862) is an Investment Advisor Representative working at CarsonAllaria Wealth Management in the St. Louis/Metro-East area.
Joe Allaria has also 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Mr. Allaria is also considered...
Mark Allaria (CRD# 5918333) is an Investment Advisor Representative working at Carsonallaria Wealth Management, Ltd. in Glen Carbon, IL and has over 9 years of experience in the finance industry. Mark Allaria 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.