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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
Kyle Trueba (CRD# 6073160) is an Investment Advisor Representative working at Pfg Advisors in Mesa, AZ and has over 11 years of experience in the finance industry.
Sandie Turley (CRD# 1654884) is an Investment Advisor Representative working at Western Financial Corporation in Mesa, AZ and has over 23 years of experience in the finance industry.
Trace Udall (CRD# 2527974) is an Investment Advisor Representative working at Commonwealth Financial Network in Mesa, AZ and has over 29 years of experience in the finance industry. Trace Udall 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.
David Vidaure (CRD# 4630669) is an Investment Advisor Representative working at Public Safety Financial/galloway in Mesa, AZ and has over 21 years of experience in the finance industry.
Royce Vinson (CRD# 3201580) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mesa, AZ and has over 24 years of experience in the finance industry.
Rebecca Warren (CRD# 1036051) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Mesa, AZ and has over 42 years of experience in the finance industry. Rebecca Warren 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.
Thomas Watt (CRD# 6878871) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mesa, AZ and has over 6 years of experience in the finance industry.
Joseph Weber (CRD# 4556745) is an Investment Advisor Representative working at Integrated Financial Solutions, Pllc in Mesa, AZ and has over 21 years of experience in the finance industry.
Thomas Welton (CRD# 6293262) is an Investment Advisor Representative working at Primerica Advisors in Mesa, AZ and has over 10 years of experience in the finance industry.
Terry Wengert (CRD# 2569257) is an Investment Advisor Representative working at Summit Global Investments, LLC in Mesa, AZ and has over 29 years of experience in the finance industry.