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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
Terrence Burke (CRD# 6640216) is an Investment Advisor Representative working at Trader Wealth Management, LLC in Barrington, IL and has over 8 years of experience in the finance industry.
Ned Burns (CRD# 2479076) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Rockford, IL and has over 30 years of experience in the finance industry. Ned Burns 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.
William Burns (CRD# 1101090) is an Investment Advisor Representative working at Lpl Financial LLC in North Barrington, IL and has over 41 years of experience in the finance industry.
Erin Calkins (CRD# 4979426) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rockford, IL and has over 18 years of experience in the finance industry.
Lisa Capriotti - Angileri (CRD# 1638147) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rockford, IL and has over 32 years of experience in the finance industry.
Andrew Carman (CRD# 4878856) is an Investment Advisor Representative working at Lpl Financial LLC in Crystal Lake, IL and has over 19 years of experience in the finance industry. Andrew Carman 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.
Marlo Carpio (CRD# 3161657) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Twin Lakes, WI and has over 25 years of experience in the finance industry.
David Carter (CRD# 5662078) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockford, IL and has over 15 years of experience in the finance industry.
Derek Carter (CRD# 2874759) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 26 years of experience in the finance industry. Derek Carter 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.
Kevin Carter (CRD# 1466159) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Barrington, IL and has over 33 years of experience in the finance industry. Kevin Carter 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.