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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
Cray Coppins (CRD# 4703374) is an Investment Advisor Representative working at Stonepath Wealth Management, LLC in Lake Bluff, IL and has over 12 years of experience in the finance industry. Cray Coppins 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.
Randolph Herzfeld (CRD# 5514838) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Bluff, IL and has over 15 years of experience in the finance industry.
Laurence Kuhl (CRD# 2920405) is an Investment Advisor Representative working at Kuhl Investments Inc. in Lake Bluff, IL and has over 26 years of experience in the finance industry.
Frank Nudo (CRD# 1514414) is an Investment Advisor Representative working at Triad Advisors, LLC in Lake Bluff, IL and has over 35 years of experience in the finance industry.
Lee Nysted (CRD# 726033) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Lake Bluff, IL and has over 43 years of experience in the finance industry.
Brian O'sullivan (CRD# 1820435) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Bluff, IL and has over 14 years of experience in the finance industry.
Ann Rieder (CRD# 2768435) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake Bluff, IL and has over 27 years of experience in the finance industry. Ann Rieder 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.
Patrick Scholz (CRD# 2196621) is an Investment Advisor Representative working at Corhaven Technologies LLC in Lake Bluff, IL and has over 32 years of experience in the finance industry.
Kevin Scullion (CRD# 4358312) is an Investment Advisor Representative working at Aberdeen Wealth Management LLC in Lake Bluff, IL and has 1 year of experience in the finance industry.
Robert Wayne (CRD# 725009) is an Investment Advisor Representative working at Spc in Lake Bluff, IL and has over 42 years of experience in the finance industry.