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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
Ted Parkhill (CRD# 3025655) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 20 years of experience in the finance industry.
Lisa Petrie (CRD# 1251631) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Incline Village, NV and has over 39 years of experience in the finance industry. Lisa Petrie 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.
Marc Rancourt (CRD# 5844753) is an Investment Advisor Representative working at Klaraos, LLC in Incline Village, NV and has over 13 years of experience in the finance industry.
Mark Reichhelm (CRD# 2171996) is an Investment Advisor Representative working at Lpl Financial LLC in Incline Village, NV and has over 28 years of experience in the finance industry.
Mark Rubinstein (CRD# 1535991) is an Investment Advisor Representative working at Global Retirement Partners LLC in Incline Village, NV and has over 33 years of experience in the finance industry.
Cobb Sadler (CRD# 4225742) is an Investment Advisor Representative working at Catamount Strategic Advisors, LLC in Incline Village, NV and has over 21 years of experience in the finance industry.
Richard Sedway (CRD# 1635389) is an Investment Advisor Representative working at Park Avenue Securities LLC in Incline Village, NV and has over 37 years of experience in the finance industry.
Joseph Shaefer (CRD# 419496) is an Investment Advisor Representative working at Stanford Wealth Management in Incline Village, NV and has over 43 years of experience in the finance industry.
Carol Smith (CRD# 1259745) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Incline Village, NV and has over 25 years of experience in the finance industry.
Justin Spees (CRD# 5205252) is an Investment Advisor Representative working at Just Advisors in Incline Village, NV and has over 16 years of experience in the finance industry.