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Distance Only Carefree, AZ
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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
Nathan Breese (CRD# 6265049) is an Investment Advisor Representative working at Edward Jones in Carefree, AZ and has over 10 years of experience in the finance industry.
Joe Carter (CRD# 6942759) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Carefree, AZ and has over 5 years of experience in the finance industry.
Lisa Dickholtz (CRD# 1644988) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Carefree, AZ and has over 37 years of experience in the finance industry. Lisa Dickholtz 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.
David Givnish (CRD# 2435299) is an Investment Advisor Representative working at Lpl Financial LLC in Carefree, AZ and has over 27 years of experience in the finance industry.
Francis Higgins (CRD# 2452995) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carefree, AZ and has over 26 years of experience in the finance industry.
James Hundman (CRD# 3233547) is an Investment Advisor Representative working at Hundman Wealth Planning in Carefree, AZ and has over 17 years of experience in the finance industry. James Hundman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Anthony Iarocci (CRD# 858828) is an Investment Advisor Representative working at Wedbush Securities Inc. in Carefree, AZ and has over 43 years of experience in the finance industry.
Noah Kendrick (CRD# 4642653) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carefree, AZ and has over 19 years of experience in the finance industry.
David May (CRD# 5265332) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carefree, AZ and has over 17 years of experience in the finance industry.
Norbert Mindel (CRD# 1254630) is an Investment Advisor Representative working at Forum Financial Management, LP in Carefree, AZ and has over 36 years of experience in the finance industry. Norbert Mindel 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.