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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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
William Byrd (CRD# 1334634) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Tampa, FL and has over 36 years of experience in the finance industry. William Byrd 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.
Berto Cabral (CRD# 6025424) is an Investment Advisor Representative working at Eagle Strategies LLC in Johnston, RI and has over 12 years of experience in the finance industry.
Donna Caccia (CRD# 4579319) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 21 years of experience in the finance industry.
Philip Cadden (CRD# 5858908) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 13 years of experience in the finance industry.
Kimberly Caggiano (CRD# 2939477) is an Investment Advisor Representative working at Morgan Stanley in Providence, RI and has over 26 years of experience in the finance industry.
Tracy Cahill (CRD# 6206370) is an Investment Advisor Representative working at Equitable Advisors, LLC in Warwick, RI and has over 9 years of experience in the finance industry.
James Calbi (CRD# 1178853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 34 years of experience in the finance industry.
Brenda Calkins (CRD# 1842529) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 35 years of experience in the finance industry.
Kevin Callagy (CRD# 3008571) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 26 years of experience in the finance industry.
Sheila Camara (CRD# 2643929) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 7 years of experience in the finance industry.