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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
Steven Burkett (CRD# 2397695) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 22 years of experience in the finance industry.
Steve Burkett is a CERTIFIED FINANCIAL PLANNER professional working out of Bothell, WA. He works with individuals and families to help them achieve their financial goals. In addition, he helps small and medium sized buisness manage their 401(k) plans. Steve provides advice in a fiduciary capacity.
Tim Buscher (CRD# 1369454) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Zephyr Cove, NV and has over 38 years of experience in the finance industry.
Sean Casey (CRD# 1888846) is an Investment Advisor Representative working at D.a. Davidson & Company in Stateline, NV and has over 35 years of experience in the finance industry.
Matthew Collier (CRD# 2515058) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Carson City, NV and has over 29 years of experience in the finance industry.
Stephen Conte (CRD# 5733944) is an Investment Advisor Representative working at Conte Asset Management, LLC in Incline Village, NV and has over 3 years of experience in the finance industry.
Frank Coughlin (CRD# 2424509) is an Investment Advisor Representative working at Frank Thomas Coughlin in Incline Village, NV and has over 29 years of experience in the finance industry.
Gregory Crawford (CRD# 2796185) is an Investment Advisor Representative working at Sierra Nevada Wealth Management, LLC in Dayton, NV and has over 27 years of experience in the finance industry. Gregory Crawford 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.
Carla De Laurentiz (CRD# 5474870) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Incline Village, NV and has over 12 years of experience in the finance industry.
Christopher Delellis (CRD# 6146042) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 11 years of experience in the finance industry.
Robin Desota (CRD# 2779694) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 27 years of experience in the finance industry.