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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
Joel Barlow (CRD# 4509525) is an Investment Advisor Representative working at Apex Wealth Advisors LLC in Anthem, AZ and has over 22 years of experience in the finance industry. Joel Barlow 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.
Gerald Barnes (CRD# 6703174) is an Investment Advisor Representative working at Fsg Financial Services, Inc. in Sun City, AZ and has over 8 years of experience in the finance industry.
Matthew Barnes (CRD# 2055693) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 33 years of experience in the finance industry.
David Barnett (CRD# 1502793) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Daniel Baron (CRD# 2398932) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 25 years of experience in the finance industry.
Christopher Barozie (CRD# 4416249) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry.
Ryan Barradas (CRD# 2979630) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Phoenix, AZ and has over 26 years of experience in the finance industry.
Katrina Barrett (CRD# 5297739) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.
James Barrons (CRD# 1345506) is an Investment Advisor Representative working at First Financial Strategies Inc. in Phoenix, AZ and has over 39 years of experience in the finance industry.
Misty Barry (CRD# 2699375) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 28 years of experience in the finance industry.