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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
Irvin Brewer (CRD# 2184168) is an Investment Advisor Representative working at New Life Financial LLC in Prescott Valley, AZ and has over 32 years of experience in the finance industry.
Joseph Colosimo (CRD# 4326145) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Prescott Valley, AZ and has over 22 years of experience in the finance industry.
Jamie Deforge (CRD# 5073733) is an Investment Advisor Representative working at Edward Jones in Prescott Valley, AZ and has over 17 years of experience in the finance industry.
Kimberly Hogue (CRD# 2671037) is an Investment Advisor Representative working at New Life Financial LLC in Prescott Valley, AZ and has over 28 years of experience in the finance industry.
Edward Janulis (CRD# 5693948) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Prescott Valley, AZ and has over 14 years of experience in the finance industry.
Gaylynn Loskill (CRD# 1881331) is an Investment Advisor Representative working at Tucker Asset Management LLC in Prescott Valley, AZ and has over 8 years of experience in the finance industry.
Kelly Parker (CRD# 4760070) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Prescott Valley, AZ and has over 16 years of experience in the finance industry.
Christopher Peerless (CRD# 710630) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Prescott Valley, AZ and has over 43 years of experience in the finance industry.
Timothy Tracy (CRD# 1629392) is an Investment Advisor Representative working at Independent Financial Group, LLC in Prescott Valley, AZ and has over 36 years of experience in the finance industry. Timothy Tracy 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.
Stephen Vallender (CRD# 4667608) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Prescott Valley, AZ and has over 20 years of experience in the finance industry. Stephen Vallender 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.