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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
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.
Dominic Anzevino (CRD# 5538797) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 15 years of experience in the finance industry.
Matthew Armstrong (CRD# 5917049) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 13 years of experience in the finance industry. Matthew Armstrong 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.
Susan Arnett (CRD# 6462536) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 6 years of experience in the finance industry. Susan Arnett 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.
Pamela Austin (CRD# 4631386) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 21 years of experience in the finance industry.
Matthew Bankston (CRD# 4774838) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 19 years of experience in the finance industry.
Scott Baril (CRD# 5209434) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 17 years of experience in the finance industry. Scott Baril 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.
Dylan Barkley (CRD# 6770782) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 7 years of experience in the finance industry. Dylan Barkley 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.