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Distance Only Henderson, NV
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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
Ronald Leavitt (CRD# 1440782) is an Investment Advisor Representative working at Capstone Capital Wealth Advisors in Henderson, NV and has over 38 years of experience in the finance industry.
Geoffrey Lee (CRD# 4698863) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Henderson, NV and has over 20 years of experience in the finance industry.
David Levy (CRD# 1744296) is an Investment Advisor Representative working at Spirit Investment Advisors in Henderson, NV and has over 36 years of experience in the finance industry.
Jacob Lewis (CRD# 4704114) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Henderson, NV and has over 16 years of experience in the finance industry.
Justin Long (CRD# 5460617) is an Investment Advisor Representative working at Diazo, LLC in Henderson, NV and has over 16 years of experience in the finance industry. Justin Long 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.
Trent Loucks (CRD# 4479579) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Henderson, NV and has over 11 years of experience in the finance industry.
Ryan Mack (CRD# 5860781) is an Investment Advisor Representative working at Capstone Capital Wealth Advisors in Henderson, NV and has over 13 years of experience in the finance industry. Ryan Mack 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.
Anna Maj (CRD# 6292234) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Henderson, NV and has over 9 years of experience in the finance industry.
Patrick Maj (CRD# 5558276) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Henderson, NV and has over 15 years of experience in the finance industry. Patrick Maj 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.
Alan Mann (CRD# 1827683) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Henderson, NV and has over 35 years of experience in the finance industry.