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Distance Only Mesa, AZ
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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
Lance Spencer (CRD# 1981961) is an Investment Advisor Representative working at Summit Global Investments, LLC in Mesa, AZ and has over 34 years of experience in the finance industry. Lance Spencer 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.
Markell Staffieri (CRD# 5618766) is an Investment Advisor Representative and Co-CEO / President of Financial Advisory Corporation, an Independent RIA registered with the SEC. Markell has over 7 years of experience in the finance industry and specializes in working with Small Business Owners to create efficiencies in the financial lives that can enable them to reach their goals.
Matthew Staffieri (CRD# 6097488) is an Investment Advisor Representative working at Rovin Capital in Mesa, AZ and has over 10 years of experience in the finance industry.
Michael Staffieri (CRD# 1354753) is an Investment Advisor Representative working at Rovin Capital in Mesa, AZ and has over 38 years of experience in the finance industry.
Jasmine Stanfill (CRD# 5424676) is an Investment Advisor Representative working at Edward Jones in Mesa, AZ and has over 14 years of experience in the finance industry.
Kent Stewart (CRD# 4395537) is an Investment Advisor Representative working at Dyad Financial Group in Mesa, AZ and has over 22 years of experience in the finance industry.
Calvin Strong (CRD# 3054104) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mesa, AZ and has over 25 years of experience in the finance industry.
Casey Swartz (CRD# 6267137) is an Investment Advisor Representative working at Edward Jones in Mesa, AZ and has over 9 years of experience in the finance industry.
Nancy Tannehill (CRD# 2842423) is an Investment Advisor Representative working at Edward Jones in Mesa, AZ and has over 20 years of experience in the finance industry.
Todd Thomas (CRD# 6578833) is an Investment Advisor Representative working at Public Safety Financial/galloway in Mesa, AZ and has over 8 years of experience in the finance industry.