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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
Alicia Davis (CRD# 6930938) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, IL and has over 5 years of experience in the finance industry.
John Diefenbach (CRD# 2006364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, IL and has over 24 years of experience in the finance industry.
Carol Digman (CRD# 1295275) is an Investment Advisor Representative working at Tree City Investments, Inc. in Lake Forest, IL and has over 34 years of experience in the finance industry.
William Douglass (CRD# 5325650) is an Investment Advisor Representative working at Morgan Stanley in Lake Forest, IL and has over 16 years of experience in the finance industry.
Rik Duryea (CRD# 2310257) is an Investment Advisor Representative working at Alley Company in Lake Forest, IL and has over 28 years of experience in the finance industry.
Jeffrey Feinendegen (CRD# 4202523) is an Investment Advisor Representative working at Tsfg, LLC in Lake Forest, IL and has over 23 years of experience in the finance industry.
Erik Feldhaus (CRD# 3256403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, IL and has over 24 years of experience in the finance industry.
Robert Foltz (CRD# 4743026) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Forest, IL and has over 20 years of experience in the finance industry. Robert Foltz 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.
Daniel Gardner (CRD# 2452389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, IL and has over 30 years of experience in the finance industry.
Steven Gatto (CRD# 4407233) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Forest, IL and has over 22 years of experience in the finance industry.