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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
Joshua Szyman (CRD# 6385194) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 8 years of experience in the finance industry. Joshua Szyman 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.
Richard Taubman (CRD# 1453944) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Prescott, AZ and has over 34 years of experience in the finance industry.
John Taylor (CRD# 1010074) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 42 years of experience in the finance industry. John Taylor 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.
Paul Tibbs (CRD# 6413886) is an Investment Advisor Representative working at Edward Jones in Sedona, AZ and has over 9 years of experience in the finance industry.
Timothy Tracy (CRD# 1629392) is an Investment Advisor Representative working at Independent Financial Group, LLC in Prescott Valley, AZ and has over 36 years of experience in the finance industry. Timothy Tracy 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.
John Trahern (CRD# 2119674) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 33 years of experience in the finance industry.
Rodney Turner (CRD# 4576337) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sedona, AZ and has over 21 years of experience in the finance industry.
Barbara Tweedy (CRD# 2618152) is an Investment Advisor Representative working at Tandem Investment Partners, LLC in Prescott, AZ and has over 25 years of experience in the finance industry.
Stephen Vallender (CRD# 4667608) is an Investment Advisor Representative working at Consolidated Portfolio Review Corp in Prescott Valley, AZ and has over 20 years of experience in the finance industry. Stephen Vallender 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.
Timothy Volker (CRD# 6822657) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 6 years of experience in the finance industry.