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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
Laurence Lof (CRD# 311668) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tucson, AZ and has over 35 years of experience in the finance industry. Laurence Lof 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.
Luis Manriquez (CRD# 1006945) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Tucson, AZ and has over 42 years of experience in the finance industry.
Penny Marchand (CRD# 2536224) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 29 years of experience in the finance industry. Penny Marchand 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.
David Martinez (CRD# 6242139) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Tucson, AZ and has over 10 years of experience in the finance industry.
Cole McClarren (CRD# 6278760) is an Investment Advisor Representative working at Cambridge Financial Group, LLC in Tucson, AZ and has over 10 years of experience in the finance industry.
Joshua Mellberg (CRD# 5174289) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 17 years of experience in the finance industry.
Michael Miller (CRD# 1221300) is an Investment Advisor Representative working at R.b. Financial Group in Marana, AZ and has over 40 years of experience in the finance industry.
Matthew Minehart (CRD# 4390298) is an Investment Advisor Representative working at Eagle Strategies LLC in Tucson, AZ and has over 22 years of experience in the finance industry.
Stefanie Morgan (CRD# 2178991) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 30 years of experience in the finance industry. Stefanie Morgan 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.