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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
James Friddell (CRD# 4788523) is an Investment Advisor Representative working at Prudential Financial Planning Services in Platte City, MO and has over 19 years of experience in the finance industry. James Friddell 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.
Cynthia Moore (CRD# 2246628) is an Investment Advisor Representative working at Lpl Financial LLC in Platte City, MO and has over 20 years of experience in the finance industry.
Mark Agre (CRD# 2298657) is an Investment Advisor Representative working at Commonwealth Financial Network in Overland Park, KS and has over 31 years of experience in the finance industry. Mark Agre 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 Ahern (CRD# 5926523) is an Investment Advisor Representative working at Copper Financial in Kansas City, MO and has over 11 years of experience in the finance industry.
Chloe Alexander (CRD# 6930043) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 5 years of experience in the finance industry.
Deborah Alexander (CRD# 4444456) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 22 years of experience in the finance industry.
Marchelle Alexander (CRD# 2196883) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 29 years of experience in the finance industry.
John Allen (CRD# 4824569) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Kansas City, MO and has over 19 years of experience in the finance industry.
Donald Allenbrand (CRD# 1979760) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kansas City, MO and has over 34 years of experience in the finance industry.
Miguel Alvarez (CRD# 5314899) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Overland Park, KS and has over 14 years of experience in the finance industry.