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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
Gregory Folmar (CRD# 6482748) is an Investment Advisor Representative working at Lpl Financial LLC in Rochelle, IL and has over 8 years of experience in the finance industry.
Willard McLachlan (CRD# 6937265) is an Investment Advisor Representative working at Edward Jones in Rochelle, IL and has over 5 years of experience in the finance industry.
Jessica Morris (CRD# 6925442) is an Investment Advisor Representative working at Edward Jones in Rochelle, IL and has over 5 years of experience in the finance industry.
Anthony Rowley (CRD# 6453900) is an Investment Advisor Representative working at Edward Jones in Rochelle, IL and has over 9 years of experience in the finance industry.
Bradley Stojan (CRD# 5336013) is an Investment Advisor Representative working at Edward Jones in Rochelle, IL and has over 16 years of experience in the finance industry.
Scott Coutts (CRD# 6860840) is an Investment Advisor Representative working at Lpl Financial LLC in Rochelle, IL and has over 5 years of experience in the finance industry.
Theresa Schaefer (CRD# 3222689) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rochelle, IL and has over 23 years of experience in the finance industry.
Jon Aldrich (CRD# 5115121) is an Investment Advisor Representative working at Focus Financial Advisors in Rockford, IL and has 1 year of experience in the finance industry. Jon Aldrich 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.
Allison Alexander (CRD# 6311988) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry. Allison Alexander 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.
Herbert Allen (CRD# 2168057) is an Investment Advisor Representative working at Harbour Investments, Inc. in Rockford, IL and has over 32 years of experience in the finance industry.