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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
Steven Burkett (CRD# 2397695) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 22 years of experience in the finance industry.
Steve Burkett is a CERTIFIED FINANCIAL PLANNER professional working out of Bothell, WA. He works with individuals and families to help them achieve their financial goals. In addition, he helps small and medium sized buisness manage their 401(k) plans. Steve provides advice in a fiduciary capacity.
Gary Burnell (CRD# 1282482) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Incline Village, NV and has over 39 years of experience in the finance industry.
William Burnham (CRD# 2887194) is an Investment Advisor Representative working at San Andreas Capital, LLC in Reno, NV and has over 17 years of experience in the finance industry.
Tim Buscher (CRD# 1369454) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Zephyr Cove, NV and has over 38 years of experience in the finance industry.
Marilyn Butler (CRD# 5859962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reno, NV and has over 12 years of experience in the finance industry.
Devery Cagle (CRD# 2981159) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 26 years of experience in the finance industry. Devery Cagle 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.
Albert Cartlidge (CRD# 4098586) is an Investment Advisor Representative working at Avantax Advisory Services in Reno, NV and has over 24 years of experience in the finance industry.
Sean Casey (CRD# 1888846) is an Investment Advisor Representative working at D.a. Davidson & Company in Stateline, NV and has over 35 years of experience in the finance industry.
John Cavanaugh (CRD# 3020696) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Reno, NV and has over 26 years of experience in the finance industry.
Sandra Chapman (CRD# 1069581) is an Investment Advisor Representative working at Planmember Securities Corporation in Reno, NV and has over 36 years of experience in the finance industry. Sandra Chapman 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.