-
Distance Only Prescott Valley, AZ
-
COMPENSATION Either
-
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
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.
Melanie Avritt (CRD# 7486461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Prescott Valley, AZ and has 1 year of experience in the finance industry.
Maegan Bauman (CRD# 6120106) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Prescott Valley, AZ and has 1 year of experience in the finance industry.
Kimber Bettino (CRD# 3242819) is an Investment Advisor Representative working at Edward Jones in Prescott Valley, AZ and has over 24 years of experience in the finance industry.
Christopher Einwalter (CRD# 4828416) is an Investment Advisor Representative working at Edward Jones in Prescott Valley, AZ and has over 19 years of experience in the finance industry.
Michael Gilbert (CRD# 4362349) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Prescott Valley, AZ and has over 23 years of experience in the finance industry. Michael Gilbert 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 Loskill (CRD# 7365698) is an Investment Advisor Representative working at Tucker Asset Management LLC in Prescott Valley, AZ and has over 3 years of experience in the finance industry.
Daniel Pruhs (CRD# 5437969) is an Investment Advisor Representative working at Edward Jones in Prescott Valley, AZ and has over 16 years of experience in the finance industry.