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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
Andrew Cunningham (CRD# 5614081) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reno, NV and has over 15 years of experience in the finance industry.
Howard Cunningham (CRD# 4586537) is an Investment Advisor Representative working at Cunningham Investment Management, LLC in Reno, NV and has over 24 years of experience in the finance industry.
Timothy Davidson (CRD# 2499388) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 28 years of experience in the finance industry.
Alberto Davila (CRD# 5783695) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 13 years of experience in the finance industry.
Keith Davis (CRD# 711535) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reno, NV and has over 43 years of experience in the finance industry. Keith Davis 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.
Sherrill De Cleene (CRD# 3063503) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reno, NV and has over 25 years of experience in the finance industry.
James Decota (CRD# 4651010) is an Investment Advisor Representative working at Choreo, LLC in Reno, NV and has over 20 years of experience in the finance industry.
Christopher Delellis (CRD# 6146042) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 11 years of experience in the finance industry.
Shane Derifield (CRD# 2992595) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reno, NV and has over 26 years of experience in the finance industry.
Robin Desota (CRD# 2779694) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 27 years of experience in the finance industry.