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Distance Only Wixom, MI
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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
Kelly Adams (CRD# 2803401) is an Investment Advisor Representative working at Harbor Light Planning in Wixom, MI and has over 27 years of experience in the finance industry. Kelly Adams 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.
Paul Borchert (CRD# 5080639) is an Investment Advisor Representative working at Primerica Advisors in Wixom, MI and has over 18 years of experience in the finance industry.
Jason Farkas (CRD# 2999036) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wixom, MI and has over 26 years of experience in the finance industry.
Carolyn Friend (CRD# 6931504) is an Investment Advisor Representative working at Lpl Financial LLC in Wixom, MI and has over 5 years of experience in the finance industry.
Brian Guillery (CRD# 2931985) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wixom, MI and has over 26 years of experience in the finance industry.
Andrew Hinrichs (CRD# 6964428) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wixom, MI and has over 5 years of experience in the finance industry.
Theresa Pasquin (CRD# 5988738) is an Investment Advisor Representative working at Primerica Advisors in Wixom, MI and has over 12 years of experience in the finance industry.
David Smith (CRD# 1059675) is an Investment Advisor Representative working at Primerica Advisors in Wixom, MI and has over 19 years of experience in the finance industry.
Matthew Twomey (CRD# 6450574) is an Investment Advisor Representative working at Primerica Advisors in Wixom, MI and has over 9 years of experience in the finance industry.
David Vanderhovel (CRD# 2552858) is an Investment Advisor Representative working at Lpl Financial LLC in Wixom, MI and has over 29 years of experience in the finance industry.