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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
Lori Barone (CRD# 2988502) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Burr Ridge, IL and has over 26 years of experience in the finance industry. Lori Barone 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.
Dustin Barrales (CRD# 4434890) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Orland Park, IL and has over 9 years of experience in the finance industry.
Timothy Barry (CRD# 6839635) is an Investment Advisor Representative working at Equitable Advisors, LLC in Oak Brook, IL and has over 6 years of experience in the finance industry.
Brent Bartell (CRD# 2061006) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Downers Grove, IL and has over 31 years of experience in the finance industry.
Nancy Bartolameolli (CRD# 4924149) is an Investment Advisor Representative working at Woodcrest Financial Group in Troy, MI and has over 5 years of experience in the finance industry.
Ronald Barton (CRD# 846905) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Brook, IL and has over 32 years of experience in the finance industry.
David Bartz (CRD# 4824368) is an Investment Advisor Representative working at Lpl Financial LLC in Burr Ridge, IL and has over 19 years of experience in the finance industry.
Douglas Basch (CRD# 2330887) is an Investment Advisor Representative working at Edelman Financial Engines in Oakbrook Terrace, IL and has over 20 years of experience in the finance industry.
Brian Bash (CRD# 6786929) is an Investment Advisor Representative working at Wells Fargo Advisors in Oak Brook, IL and has over 6 years of experience in the finance industry.
Andrew Bass (CRD# 6097826) is an Investment Advisor Representative working at Primerica Advisors in Wheaton, IL and has over 11 years of experience in the finance industry.