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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
Kevin Carter (CRD# 1466159) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Barrington, IL and has over 33 years of experience in the finance industry. Kevin Carter 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.
Marlo Chambers (CRD# 2341211) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has over 30 years of experience in the finance industry.
Karen Chang (CRD# 5062808) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Barrington, IL and has over 18 years of experience in the finance industry.
Bruce Corsaro (CRD# 4991826) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has over 18 years of experience in the finance industry.
Paul Donato (CRD# 2861829) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barrington, IL and has over 26 years of experience in the finance industry.
Leeda Dublo (CRD# 2909815) is an Investment Advisor Representative working at Morgan Stanley in Barrington, IL and has over 26 years of experience in the finance industry.
Valerie Erfort (CRD# 4282775) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Barrington, IL and has over 23 years of experience in the finance industry.
Daniel Feldstein (CRD# 4343173) is an Investment Advisor Representative working at Lpl Financial LLC in Barrington, IL and has over 23 years of experience in the finance industry. Daniel Feldstein 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.
Robert Finley (CRD# 6630435) is a Fee-Only Financial Advisor in Barrington and Chicago, Illinois. Robert is a CFA® charterholder and a Certified Financial Planner™ certificant with over 15 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager in Chicago. Robert has been featured in Barron's, USA Today, US News, MarketWatch, NerdWallet and Fund Intelligence.
Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career...
Tracey Franklin (CRD# 3075394) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Barrington, IL and has over 25 years of experience in the finance industry.