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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
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.
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.
Shawn Carvalho (CRD# 2976799) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 26 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.
James Casey (CRD# 5879950) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry. James Casey 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.
Kathleen Cashatt (CRD# 4509692) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 21 years of experience in the finance industry. Kathleen Cashatt 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 Cates (CRD# 1791883) is an Investment Advisor Representative working at Lincoln Investment in Phoenix, AZ and has over 36 years of experience in the finance industry.
Mary Celle (CRD# 6388506) is an Investment Advisor Representative working at Edward Jones in Phoenix, AZ and has over 9 years of experience in the finance industry.
Julia Chambers (CRD# 2303018) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phoenix, AZ and has over 22 years of experience in the finance industry.
Steven Chandler (CRD# 1427270) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Phoenix, AZ and has over 32 years of experience in the finance industry.