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Distance Only Palatine, IL
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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
Donald Kinnaman (CRD# 2710771) is an Investment Advisor Representative working at Mws Capital Consultants LLC in Palatine, IL and has over 28 years of experience in the finance industry.
Mark Lefevre (CRD# 859944) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Palatine, IL and has over 43 years of experience in the finance industry.
Robert Lefevre (CRD# 4584375) is an Investment Advisor Representative working at Lefevre & Associates in Palatine, IL and has 1 year of experience in the finance industry. Robert Lefevre 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.
Todd Lefevre (CRD# 2368383) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Palatine, IL and has over 27 years of experience in the finance industry.
Alan Levine (CRD# 1940125) is an Investment Advisor Representative working at Mml Investors Services, LLC in Palatine, IL and has over 35 years of experience in the finance industry.
Denzil Locke (CRD# 1660024) is an Investment Advisor Representative working at Locke Financial Services, Inc. in Palatine, IL and has over 26 years of experience in the finance industry.
Stephen Mactavish (CRD# 4013125) is an Investment Advisor Representative working at Lpl Financial LLC in Palatine, IL and has over 24 years of experience in the finance industry.
Peter Manning (CRD# 4280154) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palatine, IL and has over 23 years of experience in the finance industry.
Eric Marzinke (CRD# 4208188) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palatine, IL and has over 23 years of experience in the finance industry.
Mark McCallum (CRD# 5734934) is an Investment Advisor Representative working at Cwm, LLC in Palatine, IL and has over 14 years of experience in the finance industry. Mark McCallum 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.