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Distance Only Phoenix, 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
Jeffery Carlson (CRD# 2145052) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 32 years of experience in the finance industry.
Samuel Carlson (CRD# 5786527) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.
Thomas Carlson (CRD# 4423033) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Phoenix, AZ and has over 20 years of experience in the finance industry.
Charles Carroll (CRD# 2595125) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 29 years of experience in the finance industry.
David Carruth (CRD# 4612333) is an Investment Advisor Representative working at Edward Jones in Phoenix, AZ and has over 21 years of experience in the finance industry. David Carruth 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.
Charles Carter (CRD# 2606369) is an Investment Advisor Representative working at Commonwealth Financial Network in Phoenix, AZ and has over 29 years of experience in the finance industry.
Craig Carter (CRD# 5699612) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry.
Philip Carter (CRD# 4487410) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 14 years of experience in the finance industry.
Stephen Caruso (CRD# 3020510) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 24 years of experience in the finance industry.
Jeffrey Cary (CRD# 3268059) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 24 years of experience in the finance industry.