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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
Joel Barlow (CRD# 4509525) is an Investment Advisor Representative working at Apex Wealth Advisors LLC in Anthem, AZ and has over 22 years of experience in the finance industry. Joel Barlow 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.
Gerald Barnes (CRD# 6703174) is an Investment Advisor Representative working at Fsg Financial Services, Inc. in Sun City, AZ and has over 8 years of experience in the finance industry.
Matthew Barnes (CRD# 2055693) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 33 years of experience in the finance industry.
David Barnett (CRD# 1502793) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Steven Barry (CRD# 4010639) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 23 years of experience in the finance industry. Steven Barry 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 Bartow (CRD# 2223486) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 32 years of experience in the finance industry. James Bartow 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.
Jean Basson (CRD# 6178237) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Joseph Bates (CRD# 5864255) is an Investment Advisor Representative working at Edward Jones in Peoria, AZ and has over 13 years of experience in the finance industry.
Christina Batson (CRD# 5677946) is an Investment Advisor Representative working at Morgan Stanley in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Thomas Batson (CRD# 1345806) is an Investment Advisor Representative working at Morgan Stanley in Scottsdale, AZ and has over 39 years of experience in the finance industry.