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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
Parker Lindhorst (CRD# 7569873) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sun Lakes, AZ and has 1 year of experience in the finance industry.
Bradley Sonoda (CRD# 7620631) is an Investment Advisor Representative working at Edward Jones in Sun Lakes, AZ and has 1 year of experience in the finance industry.
Nicholas Starck (CRD# 7208370) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sun Lakes, AZ and has over 3 years of experience in the finance industry.
David Schiller (CRD# 2794155) is an Investment Advisor Representative working at Aegis Wealth Partners, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry. David Schiller 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.
William Abram (CRD# 6741281) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry. William Abram 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.
Julia Acer (CRD# 5739535) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 13 years of experience in the finance industry.
Edgar Acosta (CRD# 5720193) is an Investment Advisor Representative working at Lpl Financial LLC in Chandler, AZ and has over 14 years of experience in the finance industry.
William Acosta (CRD# 5169178) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chandler, AZ and has over 17 years of experience in the finance industry.
Aaron Adams (CRD# 6343741) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.
Phillip Adams (CRD# 6344169) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 9 years of experience in the finance industry.