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Distance Only Cave Creek, 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
David Capstick (CRD# 5989890) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cave Creek, AZ and has over 12 years of experience in the finance industry. David Capstick 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.
Bryan Davidson (CRD# 5445540) is an Investment Advisor Representative working at Lpl Financial LLC in Cave Creek, AZ and has over 16 years of experience in the finance industry.
Scott Hutto (CRD# 5987212) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cave Creek, AZ and has over 12 years of experience in the finance industry.
Jeffrey Jones (CRD# 5542768) is an Investment Advisor Representative working at Foothills Advisors, LLC in Cave Creek, AZ and has over 15 years of experience in the finance industry.
Allen Lang (CRD# 301818) is an Investment Advisor Representative working at Atlas Wealth Management, LLC in Cave Creek, AZ and has over 44 years of experience in the finance industry.
Ronald Lang (CRD# 6014042) is an Investment Advisor Representative working at Atlas Wealth Management, LLC in Cave Creek, AZ and has over 12 years of experience in the finance industry.
Timothy Maiefski (CRD# 2708450) is an Investment Advisor Representative working at Foothills Advisors, LLC in Cave Creek, AZ and has over 27 years of experience in the finance industry.
Robert Preston (CRD# 717326) is an Investment Advisor Representative working at Sonoran Capital Management LLC in Cave Creek, AZ and has over 43 years of experience in the finance industry.
Jonathan Rosenthal (CRD# 1688924) is an Investment Advisor Representative working at Stonex Advisors Inc. in Cave Creek, AZ and has over 36 years of experience in the finance industry.