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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
Phillip Britt (CRD# 6026097) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marana, AZ and has over 12 years of experience in the finance industry.
Brian Gard (CRD# 6947859) is an Investment Advisor Representative working at Edward Jones in Marana, AZ and has over 5 years of experience in the finance industry.
John Gareau (CRD# 1656631) is an Investment Advisor Representative working at Jaguar Investment Services, Ltd in Marana, AZ and has over 37 years of experience in the finance industry.
Victor Hess (CRD# 2288581) is an Investment Advisor Representative working at Buttonwood Advisors, LLC in Marana, AZ and has over 30 years of experience in the finance industry.
Daniel Karlsberg (CRD# 6107642) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marana, AZ and has over 11 years of experience in the finance industry.
Michael Miller (CRD# 1221300) is an Investment Advisor Representative working at R.b. Financial Group in Marana, AZ and has over 40 years of experience in the finance industry.
Thomas Moser (CRD# 1641828) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Marana, AZ and has over 36 years of experience in the finance industry.
Charles Sera (CRD# 6107850) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Marana, AZ and has over 11 years of experience in the finance industry.
John Velez (CRD# 836257) is an Investment Advisor Representative working at Independent Financial Group, LLC in Marana, AZ and has over 24 years of experience in the finance industry.
David Bowen (CRD# 2756428) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 27 years of experience in the finance industry. David Bowen 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.