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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
Jeffrey Boettner (CRD# 2423113) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tucson, AZ and has over 30 years of experience in the finance industry.
Phillip Britt (CRD# 6026097) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marana, AZ and has over 12 years of experience in the finance industry.
Fred Brown Jr (CRD# 1006620) is an Investment Advisor Representative working at Primerica Advisors in Tucson, AZ and has over 42 years of experience in the finance industry.
Alfonso Carreno (CRD# 5401021) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tucson, AZ and has over 16 years of experience in the finance industry.
Craig Cole (CRD# 1083030) is an Investment Advisor Representative working at Lpl Financial LLC in Oro Valley, AZ and has over 32 years of experience in the finance industry.
Bonnie Courtney (CRD# 1895198) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 31 years of experience in the finance industry.
Donna Crawford (CRD# 5017120) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oro Valley, AZ and has over 18 years of experience in the finance industry.
Fernando Cubillas (CRD# 5417104) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tucson, AZ and has over 16 years of experience in the finance industry.
Daniel Dales (CRD# 5585222) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tucson, AZ and has over 15 years of experience in the finance industry.
John Davis (CRD# 2423123) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 29 years of experience in the finance industry. John Davis 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.