-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Andrew Park (CRD# 6941048) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Lake Forest, IL and has over 5 years of experience in the finance industry.
James Pattie (CRD# 2509399) is an Investment Advisor Representative working at Horizon Capital Management, LLC in Lake Forest, IL and has over 19 years of experience in the finance industry.
Thomas Paulson (CRD# 1703308) 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.
Tom Paulson Senior Vice President, Senior Financial Advisor
Tom is a Financial Advisor at Merrill Lynch in Lake Forest. He is a graduate of John Carroll University with a BS in Math/Computer Science. Tom joined Merrill Lynch in 2008 after spending 20 years as a financial advisor at Morgan Stanley. Tom provides wealth management strategies that incorporate thoughtful investments into personal...
Robert Peterson (CRD# 4540524) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 21 years of experience in the finance industry.
Monica Pizano (CRD# 5405910) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 15 years of experience in the finance industry.
Mitchell Prosk (CRD# 4170500) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 23 years of experience in the finance industry.
Michael Purdy (CRD# 1256025) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 38 years of experience in the finance industry.
James Ray (CRD# 4645322) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Forest, IL and has over 20 years of experience in the finance industry. James Ray 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.
Kevin Reich (CRD# 4713249) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 20 years of experience in the finance industry.
Tana Reich (CRD# 2969966) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 26 years of experience in the finance industry.