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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
Robert Sturgeon (CRD# 5718394) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Prescott, AZ and has over 14 years of experience in the finance industry.
Paul Swenson (CRD# 5319408) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Prescott, AZ and has over 12 years of experience in the finance industry.
Richard Taubman (CRD# 1453944) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Prescott, AZ and has over 34 years of experience in the finance industry.
John Trahern (CRD# 2119674) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 33 years of experience in the finance industry.
Barbara Tweedy (CRD# 2618152) is an Investment Advisor Representative working at Tandem Investment Partners, LLC in Prescott, AZ and has over 25 years of experience in the finance industry.
Timothy Volker (CRD# 6822657) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 6 years of experience in the finance industry.
Kelly Waring (CRD# 1199855) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 40 years of experience in the finance industry. Kelly Waring 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 Waring (CRD# 809106) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 27 years of experience in the finance industry.
Kendrick Webb (CRD# 2694155) is an Investment Advisor Representative working at Roxie Webb Securities Management,inc. in Prescott, AZ and has over 21 years of experience in the finance industry.
Kevin Wells (CRD# 5246011) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Prescott, AZ and has over 17 years of experience in the finance industry.