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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
Lawrence Deason (CRD# 4698555) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yuma, AZ and has over 18 years of experience in the finance industry.
Jacob Echols (CRD# 6190338) is an Investment Advisor Representative working at Edward Jones in Yuma, AZ and has over 9 years of experience in the finance industry. Jacob Echols 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.
Adrian Elder (CRD# 5424829) is an Investment Advisor Representative working at Cwm, LLC in Yuma, AZ and has over 16 years of experience in the finance industry. Adrian Elder 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.
Brannick Harris (CRD# 7056432) is an Investment Advisor Representative working at Edward Jones in Yuma, AZ and has over 5 years of experience in the finance industry.
Scott Hull (CRD# 843244) is an Investment Advisor Representative working at Invicta Financial Group in Yuma, AZ and has over 42 years of experience in the finance industry.
Joe Lau (CRD# 2025015) is an Investment Advisor Representative working at Eagle Strategies LLC in Yuma, AZ and has over 31 years of experience in the finance industry.
Marshall Lohrenz (CRD# 4178635) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Yuma, AZ and has over 23 years of experience in the finance industry.
Karolyn Mayrant (CRD# 4764231) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yuma, AZ and has over 19 years of experience in the finance industry.
Shawn McKeown (CRD# 6637037) is an Investment Advisor Representative working at Southern Pacific Asset Management LLC in Yuma, AZ and has over 7 years of experience in the finance industry.
Daniel Misenhimer (CRD# 4268838) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yuma, AZ and has over 23 years of experience in the finance industry.