-
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
Steven Smit (CRD# 5849990) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Minden, NV and has over 13 years of experience in the finance industry. Steven Smit 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.
Jeffery Whitaker (CRD# 713323) is an Investment Advisor Representative working at Lpl Financial LLC in Minden, NV and has over 43 years of experience in the finance industry. Jeffery Whitaker 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.
Alexander Harker (CRD# 7408087) is an Investment Advisor Representative working at D.a. Davidson & Company in Minden, NV and has 1 year of experience in the finance industry.
Joshua Larson (CRD# 7123898) is an Investment Advisor Representative working at Lpl Financial LLC in Minden, NV and has over 4 years of experience in the finance industry. Joshua Larson 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.
Taylor Ohl (CRD# 6570476) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Minden, NV and has over 8 years of experience in the finance industry.
Nicholas Abelow (CRD# 4775495) is an Investment Advisor Representative working at Lpl Financial LLC in South Lake Tahoe, CA and has over 19 years of experience in the finance industry.
Lee Abramovitz (CRD# 2489311) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Stateline, NV and has over 29 years of experience in the finance industry.
James Aljian (CRD# 1489018) is an Investment Advisor Representative working at Aljian Capital Management in Carson City, NV and has over 36 years of experience in the finance industry.
Erin Anderson (CRD# 6133257) is an Investment Advisor Representative working at Atlas Peak Advisors, Inc. in Incline Village, NV and has over 11 years of experience in the finance industry. Erin Anderson 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.
James Bacigalupi (CRD# 1344914) is an Investment Advisor Representative working at Western International Securities in Crystal Bay, NV and has over 37 years of experience in the finance industry.