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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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Cynthia Aber (CRD# 3025408) is an Investment Advisor Representative working at Primerica Advisors in Lisle, IL and has over 24 years of experience in the finance industry.
David Ahern (CRD# 2792588) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Lisle, IL and has over 13 years of experience in the finance industry.
Mark Albian (CRD# 1144976) is an Investment Advisor Representative working at Lpl Financial LLC in Lisle, IL and has over 30 years of experience in the finance industry.
Bruce Anderson (CRD# 1098989) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lisle, IL and has over 39 years of experience in the finance industry.
Stephanie Anderson (CRD# 6287991) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lisle, IL and has over 6 years of experience in the finance industry.
Christopher Ashe (CRD# 5387154) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lisle, IL and has over 13 years of experience in the finance industry.
Charles Baier (CRD# 5056481) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lisle, IL and has over 16 years of experience in the finance industry. Charles Baier 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.
Robert Bailie (CRD# 2815413) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lisle, IL and has over 25 years of experience in the finance industry.
Laura Bare (CRD# 5899122) is an Investment Advisor Representative working at Lpl Financial LLC in Lisle, IL and has over 10 years of experience in the finance industry. Laura Bare 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.