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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
Sophit Lee (CRD# 3041901) is an Investment Advisor Representative working at Docsa Capital Management, Inc. in Portage, MI and has over 26 years of experience in the finance industry. Sophit Lee 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.
Patti Lent (CRD# 4771390) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portage, MI and has over 19 years of experience in the finance industry.
Christine Lindberg (CRD# 5092775) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 17 years of experience in the finance industry.
William Liston (CRD# 1961482) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 34 years of experience in the finance industry.
Christine Loc (CRD# 2974485) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portage, MI and has over 20 years of experience in the finance industry.
David Marshall (CRD# 6867564) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 6 years of experience in the finance industry. David Marshall 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.
Earle Martin (CRD# 6078511) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 10 years of experience in the finance industry.
Karan Maurer (CRD# 2312604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portage, MI and has over 31 years of experience in the finance industry.
Kevin Mazer (CRD# 1273953) is an Investment Advisor Representative working at Commonwealth Financial Network in Portage, MI and has over 39 years of experience in the finance industry. Kevin Mazer 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.
Robert McDougall (CRD# 5892020) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has 1 year of experience in the finance industry.