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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
Julie Anderson (CRD# 2413121) is an Investment Advisor Representative working at Lpl Financial LLC in Kentwood, MI and has over 30 years of experience in the finance industry.
Bari Bell (CRD# 1331450) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 39 years of experience in the finance industry.
Theodore Bonarski (CRD# 4865284) is an Investment Advisor Representative working at Eagle Strategies LLC in Kentwood, MI and has over 18 years of experience in the finance industry.
Thomas Bonnington (CRD# 6804667) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 6 years of experience in the finance industry.
Andrew Bopra (CRD# 5698088) is an Investment Advisor Representative working at Lpl Financial LLC in Kentwood, MI and has over 14 years of experience in the finance industry. Andrew Bopra 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.
Tiffany Boval (CRD# 6548129) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 8 years of experience in the finance industry.
Leeann Brown (CRD# 5475973) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has 1 year of experience in the finance industry. Leeann Brown 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.
Donald Carlson (CRD# 2903454) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 24 years of experience in the finance industry.
James R. Carnaghi (CRD# 6431871) is a Financial Advisor located within Michigan.
James is an independent financial planner which allows him to partner with other financial, legal, and tax professionals. This is beneficial to clients because James has access to a vast selection of financial products and services that can be implimented into their portfolio. Clients may also benefit from receiving unbiased advice through an independent professional.
Heather Christmann (CRD# 5630010) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 14 years of experience in the finance industry.