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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
Andrew Goodwin (CRD# 5993147) is an Investment Advisor Representative working at Edward Jones in Camp Verde, AZ and has over 12 years of experience in the finance industry.
Keith Henehan (CRD# 7080607) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Camp Verde, AZ and has over 4 years of experience in the finance industry.
Mary Huntley (CRD# 4552127) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 21 years of experience in the finance industry. Mary Huntley 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.
Linda Mickelsen (CRD# 4062742) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 24 years of experience in the finance industry.
Amanda Sic (CRD# 4363019) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Camp Verde, AZ and has over 22 years of experience in the finance industry.
Joshua Szyman (CRD# 6385194) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 8 years of experience in the finance industry. Joshua Szyman 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.
John Taylor (CRD# 1010074) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 42 years of experience in the finance industry. John Taylor 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.
Jacob Mickle (CRD# 7225212) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 3 years of experience in the finance industry.
James Bassett (CRD# 4751789) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sedona, AZ and has over 19 years of experience in the finance industry.
Arthur Bertolina (CRD# 20406) is an Investment Advisor Representative working at Lpl Financial LLC in Sedona, AZ and has over 33 years of experience in the finance industry.