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Distance Only Hoffman Estates, IL
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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
Alan Tucker (CRD# 450064) is an Investment Advisor Representative working at Lpl Financial LLC in Hoffman Estates, IL and has over 36 years of experience in the finance industry. Alan Tucker 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.
Kimberly Velasco (CRD# 6400320) is an Investment Advisor Representative working at The Dala Group, LLC in Hoffman Estates, IL and has over 9 years of experience in the finance industry. Kimberly Velasco 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.
Joel Callahan (CRD# 6931447) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hoffman Estates, IL and has over 6 years of experience in the finance industry.
Jacob Clark (CRD# 7112396) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has 1 year of experience in the finance industry.
Melissa Dailey (CRD# 3272520) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 24 years of experience in the finance industry.
Valerie Hogan (CRD# 7888917) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has 1 year of experience in the finance industry.
Michael Hollis (CRD# 7737658) is an Investment Advisor Representative working at The Dala Group, LLC in Hoffman Estates, IL and has 1 year of experience in the finance industry.
Alejandro Munoz (CRD# 6766368) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hoffman Estates, IL and has over 6 years of experience in the finance industry.
Hunter Sims (CRD# 7308968) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 3 years of experience in the finance industry.
Zachary Youngblood (CRD# 4569715) is an Investment Advisor Representative working at Lpl Financial LLC in Hoffman Estates, IL and has over 21 years of experience in the finance industry.