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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
Peter Ellefson (CRD# 2308002) is an Investment Advisor Representative working at Epl Investment Advisory LLC in Mesa, AZ and has over 31 years of experience in the finance industry.
Chad Ensign (CRD# 6375393) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Mesa, AZ and has over 9 years of experience in the finance industry.
Kelli Erickson (CRD# 6282186) is an Investment Advisor Representative working at Trek Financial in Mesa, AZ and has over 10 years of experience in the finance industry.
Richard Everhart (CRD# 5851562) is an Investment Advisor Representative working at Clarity Wealth Management, LLC in Mesa, AZ and has over 13 years of experience in the finance industry.
Robert Farwell (CRD# 4629968) is an Investment Advisor Representative working at Edward Jones in Mesa, AZ and has over 21 years of experience in the finance industry.
Nancy Fleming (CRD# 2411873) is an Investment Advisor Representative working at Fleming Financial Services in Mesa, AZ and has over 29 years of experience in the finance industry. Nancy Fleming 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.
Sean Fleming (CRD# 6516544) is an Investment Advisor Representative working at Fleming Financial Services in Mesa, AZ and has over 8 years of experience in the finance industry.
Lawrence Friedrichs (CRD# 4708882) is an Investment Advisor Representative working at Friedrichs Financial Alliance, LLC in Mesa, AZ and has 1 year of experience in the finance industry. Lawrence Friedrichs 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.
Harrison Frindell (CRD# 3202097) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mesa, AZ and has over 25 years of experience in the finance industry.
Debra Gallegos-Caldwell (CRD# 1476422) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mesa, AZ and has over 31 years of experience in the finance industry.