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Distance Only Prescott, 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
Daniel Petz (CRD# 4161122) is an Investment Advisor Representative working at Edward Jones in Prescott, AZ and has over 23 years of experience in the finance industry.
Kevin Pitts (CRD# 4777045) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Prescott, AZ and has over 19 years of experience in the finance industry.
James Poindexter (CRD# 1867899) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Prescott, AZ and has over 35 years of experience in the finance industry. James Poindexter 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 Reardon (CRD# 5844574) is an Investment Advisor Representative working at Park Avenue Securities LLC in Prescott, AZ and has over 12 years of experience in the finance industry.
William Reynolds (CRD# 2987798) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Prescott, AZ and has over 26 years of experience in the finance industry. William Reynolds 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.
Jason Rheinfelder (CRD# 6698134) is an Investment Advisor Representative working at Delta Investment Management, LLC in Prescott, AZ and has over 7 years of experience in the finance industry.
Luke Rudolph (CRD# 4828306) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 12 years of experience in the finance industry.
Erica Ryberg (CRD# 6697964) is an Investment Advisor Representative working at Montoya Wealth Management in Prescott, AZ and has over 7 years of experience in the finance industry.
Stephen Schott (CRD# 5828476) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Prescott, AZ and has over 13 years of experience in the finance industry.
Gregory Sheehan (CRD# 3185230) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 25 years of experience in the finance industry.