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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
Diane Woodward (CRD# 2005708) is an Investment Advisor Representative working at Mariner Independent in Incline Village, NV and has over 33 years of experience in the finance industry. Diane Woodward 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.
Geoffrey Zahler (CRD# 4552610) is an Investment Advisor Representative working at Klaraos, LLC in Incline Village, NV and has over 15 years of experience in the finance industry.
Ralph Agostini (CRD# 4161488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Incline Village, NV and has over 3 years of experience in the finance industry.
Grant Furlan (CRD# 7293069) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 4 years of experience in the finance industry.
William Haynes (CRD# 7390006) is an Investment Advisor Representative working at Amc Wealth Management, LLC in Incline Village, NV and has over 2 years of experience in the finance industry.
Jesse Hindson (CRD# 7234426) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 4 years of experience in the finance industry. Jesse Hindson 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.
Laura Hoff (CRD# 7127668) is an Investment Advisor Representative working at Klaraos, LLC in Incline Village, NV and has over 12 years of experience in the finance industry.
Jeffrey Katz (CRD# 1240739) is an Investment Advisor Representative working at Lpl Financial LLC in Incline Village, NV and has over 40 years of experience in the finance industry.
Samuel McChesney (CRD# 7333958) is an Investment Advisor Representative working at Incline Investment Advisors, LLC in Incline Village, NV and has over 3 years of experience in the finance industry.
Austin Norton (CRD# 7392981) is an Investment Advisor Representative working at Allworth Financial, LP in Incline Village, NV and has 1 year of experience in the finance industry.