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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 Whitney (CRD# 2483638) is an Investment Advisor Representative working at Whitney And Associates, Incorporated in Prescott, AZ and has over 29 years of experience in the finance industry.
David Williams (CRD# 5739179) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Prescott, AZ and has over 12 years of experience in the finance industry. David Williams 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.
William Williams (CRD# 2272707) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Prescott, AZ and has over 31 years of experience in the finance industry.
Michael Woods (CRD# 3003328) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Prescott, AZ and has over 26 years of experience in the finance industry.
Christopher Wright (CRD# 4134973) is an Investment Advisor Representative working at Wright Wealth Management Group in Prescott, AZ and has over 24 years of experience in the finance industry.
Joseph Glomski (CRD# 7318697) is an Investment Advisor Representative working at Independent Financial Group, LLC in Prescott, AZ and has 1 year of experience in the finance industry.
Tygan Holtey (CRD# 7407319) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Prescott, AZ and has over 2 years of experience in the finance industry.
Lee Iredell (CRD# 2827567) is an Investment Advisor Representative working at Edward Jones in Prescott, AZ and has over 27 years of experience in the finance industry.
Megan Lane (CRD# 7442462) is an Investment Advisor Representative working at Lane Brothers Investment Counsel in Prescott, AZ and has 1 year of experience in the finance industry.
Gina Mattila (CRD# 7577288) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Prescott, AZ and has 1 year of experience in the finance industry.