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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 Estes (CRD# 2484236) is an Investment Advisor Representative working at Desert Wealth Management LLC in Palm Desert, CA and has over 29 years of experience in the finance industry. James Estes 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.
Samuel Fahsholtz (CRD# 6534888) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Palm Desert, CA and has over 7 years of experience in the finance industry. Samuel Fahsholtz 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 Flanagan (CRD# 1248955) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palm Desert, CA and has over 40 years of experience in the finance industry.
Gloria Franz (CRD# 2249188) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 31 years of experience in the finance industry. Gloria Franz 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.
Gregory Frech (CRD# 2945802) is an Investment Advisor Representative working at Cypress Wealth Services, LLC in Palm Desert, CA and has over 26 years of experience in the finance industry.
Roy Grimes (CRD# 4829585) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Desert, CA and has over 19 years of experience in the finance industry.
Michael Harrington (CRD# 3162983) is an Investment Advisor Representative working at Altus Wealth Group, LLC in Palm Desert, CA and has over 25 years of experience in the finance industry.
Courtney Hershberger (CRD# 4187898) is an Investment Advisor Representative working at Morgan Stanley in Palm Desert, CA and has over 19 years of experience in the finance industry.
Gregory Hill (CRD# 2791070) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm Desert, CA and has over 27 years of experience in the finance industry. Gregory Hill 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.
Robert Iglehart (CRD# 2212056) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Desert, CA and has over 32 years of experience in the finance industry.