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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
Terese Zimmerman (CRD# 6701481) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Fe, NM and has over 7 years of experience in the finance industry.
Kyle Burns (CRD# 6338672) is an Investment Advisor Representative working at The Rikoon Group, LLC in Santa Fe, NM and has over 8 years of experience in the finance industry.
Cari Anderson (CRD# 7386146) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Fe, NM and has over 2 years of experience in the finance industry.
Matias Cleland (CRD# 7161233) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 4 years of experience in the finance industry.
Michael Cupp (CRD# 7212283) is an Investment Advisor Representative working at Edward Jones in Santa Fe, NM and has over 4 years of experience in the finance industry.
Laurie Donovan (CRD# 5690697) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Fe, NM and has over 6 years of experience in the finance industry.
Corey Dry (CRD# 6319575) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 9 years of experience in the finance industry.
Emily Estes (CRD# 7513607) is an Investment Advisor Representative working at Longview Asset Management, LLC in Santa Fe, NM and has 1 year of experience in the finance industry.
Robert Filoon (CRD# 5682340) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 8 years of experience in the finance industry.
Theodore Fish (CRD# 7320318) is an Investment Advisor Representative working at Fish Advisory, LLC in Santa Fe, NM and has over 3 years of experience in the finance industry.