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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
Thomas Revelle (CRD# 2973505) is an Investment Advisor Representative working at Avantax Advisory Services in Pukalani, HI and has over 26 years of experience in the finance industry.
Shaun Moore (CRD# 7218946) is an Investment Advisor Representative working at Edward Jones in Pukalani, HI and has over 3 years of experience in the finance industry.
William Allison (CRD# 1574236) is an Investment Advisor Representative working at Morgan Stanley in Kihei, HI and has over 37 years of experience in the finance industry.
Andrea Anderson (CRD# 5688894) is an Investment Advisor Representative working at Edward Jones in Kahului, HI and has over 14 years of experience in the finance industry.
John Araki (CRD# 2922051) is an Investment Advisor Representative working at Lpl Financial LLC in Wailuku, HI and has over 26 years of experience in the finance industry.
Jeffrey Bonk (CRD# 6538887) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kahului, HI and has over 8 years of experience in the finance industry.
Sarah Bredhoff (CRD# 3150865) is an Investment Advisor Representative working at The Rice Partnership, LLC in Kahului, HI and has over 25 years of experience in the finance industry.
Zadoc Brown (CRD# 1566501) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kahului, HI and has over 30 years of experience in the finance industry.
Andrew Burdick (CRD# 5330283) is an Investment Advisor Representative working at Burdick Wealth Management, LLC in Kula, HI and has over 16 years of experience in the finance industry.
Robert Chung (CRD# 2371093) is an Investment Advisor Representative working at Edward Jones in Kahului, HI and has over 20 years of experience in the finance industry. Robert Chung 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.