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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
Marshall Grant (CRD# 2138912) is an Investment Advisor Representative working at Morgan Stanley in Incline Village, NV and has over 32 years of experience in the finance industry.
Todd Hurlbut (CRD# 3076899) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 25 years of experience in the finance industry.
Matthew Iacono (CRD# 5759124) is an Investment Advisor Representative working at Morgan Stanley in Incline Village, NV and has over 8 years of experience in the finance industry. Matthew Iacono 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.
Joram Jensen (CRD# 6189974) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Incline Village, NV and has over 7 years of experience in the finance industry.
Harris Kirschner (CRD# 5950419) is an Investment Advisor Representative working at 3rd Creek Investments in Incline Village, NV and has over 12 years of experience in the finance industry.
Jeffrey Klinger (CRD# 4211748) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Incline Village, NV and has over 22 years of experience in the finance industry.
Lauren Landfield (CRD# 2843904) is an Investment Advisor Representative working at Panthera Capital LLC in Incline Village, NV and has over 27 years of experience in the finance industry.
John Lee (CRD# 722251) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Incline Village, NV and has over 43 years of experience in the finance industry.
William Litton (CRD# 1684246) is an Investment Advisor Representative working at Castle Coast Wealth, LLC in Incline Village, NV and has over 29 years of experience in the finance industry. William Litton 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.
Brett Malamet (CRD# 4641811) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Incline Village, NV and has over 19 years of experience in the finance industry.