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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
Daniel Machado (CRD# 7038948) is an Investment Advisor Representative working at Edward Jones in Prescott, AZ and has over 5 years of experience in the finance industry.
Brandon Montoya (CRD# 6155790) is an Investment Advisor Representative working at Montoya Wealth Management in Prescott, AZ and has over 11 years of experience in the finance industry.
Roger Morris (CRD# 1198406) is an Investment Advisor Representative working at Eagle Strategies LLC in Prescott, AZ and has over 32 years of experience in the finance industry.
Jodi Padgett (CRD# 1828918) is an Investment Advisor Representative working at Independent Financial Group, LLC in Prescott, AZ and has over 28 years of experience in the finance industry. Jodi Padgett 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.
Bree Perea (CRD# 6328435) is an Investment Advisor Representative working at Independent Financial Group, LLC in Prescott, AZ and has over 8 years of experience in the finance industry.
Annette Petersen (CRD# 2864490) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Prescott, AZ and has over 21 years of experience in the finance industry.
Carl Petersen (CRD# 2974039) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Prescott, AZ and has over 26 years of experience in the finance industry.
Carl Petersen (CRD# 5398848) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Prescott, AZ and has over 16 years of experience in the finance industry.
Nicholas Petersen (CRD# 6581938) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Prescott, AZ and has over 8 years of experience in the finance industry.
Dakoda Peterson (CRD# 6665000) is an Investment Advisor Representative working at Edward Jones in Prescott, AZ and has over 7 years of experience in the finance industry.